Jake Servas is a financial advisor with Empower Advisory Group in Atlanta, GA. He holds Series 63 and Series 66 designations and has three years of industry experience. His prior roles include positions at Empower Financial Services, Geneos Wealth Management, and Janus Henderson. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and managed account solutions.

Spencer Wright is a financial advisor with Truist Advisory Services based in Atlanta, GA, holding Series 63 and Series 66 licenses and nine years of industry experience. His work history includes positions at Truist Investment Services, Inc. and SunTrust Robinson Humphrey, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Annie Diekema is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses. She has six years of industry experience, including roles at Truist Advisory Services and UBS. Prior to her financial services career, she spent several years in full-time education and administrative positions. 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 combines discretionary and non-discretionary investment management with third-party platforms and manager arrangements, emphasizing inter-affiliate integration and AI-supported equity research.

Mitzie Wilson is a financial advisor at Farther with 27 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Merrill Lynch and Wells Fargo Advisors. Outside of her advisory role, she is an author involved in speaking engagements and book signings. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm implements a Modern Portfolio Theory-based approach using bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing.

William Whittaker Jr. is a financial advisor at Creative Planning with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Aprio Wealth Management, Aprio Risk Management, Aprio Advisory Group, and John Hancock prior to joining his current firm. Whittaker is also an insurance agent with Aprio Risk Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Jason Peacock is a CFP® affiliated with Capital Group Private Client Services, Inc. in Atlanta, GA. He has been with Capital Group since 2023 and has prior experience at Capital One, Relay, Greenix, and Brigham Young University. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager “Capital System” approach and offering access to separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Matthew Bracewell is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Truist Advisory Services in Atlanta, GA. He has worked within various units of SunTrust since 2004, including SunTrust Advisory Services and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting. The firm integrates third-party platforms and manager arrangements to support its AMC Advantage program and incorporates AI-enabled tools in its equity research.

Gabrielle Webster is a financial advisor at Truist Advisory Services with three years of industry experience. She holds the Series 65 and Series 63 licenses. Prior to her current role, she has been involved with organizations including UNC - Chapel Hill and the Grassy Creek Foundation. 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 management approaches and uses AI-enabled tools alongside third-party platform relationships to support investment decisions.

John Margeson Jr. is a financial advisor at Truist Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Guardian Life and Merrill. Since 2016, he has been with Truist and its predecessor entities. 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 and investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by proprietary research and third-party platforms.

Kwabena Leek is a financial advisor with Guardian Life in Atlanta, GA, holding Series 63, 65, and 66 designations and over 21 years of industry experience. His career includes roles at U.S. Bancorp Investments, Nationwide Investment Services, Cambridge Investment Research, Merrill, Harrisdirect, Chase Investment Services, and Truist Investment Services. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals—including high-net-worth clients—corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and a range of consulting and lending solutions.

Arthur Rosser is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and bringing 20 years of industry experience. His work history includes roles at L.M. Kohn & Company, Midsouth Capital, Inc., and Edward Jones prior to joining Wealth Enhancement in 2025. He is also involved in insurance sales and servicing fixed insurance and annuity policies. 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 regulatory assets under management and employs a diversified, risk-class based investment process that integrates both passive and active strategies overseen by an internal Investment Committee.

Paula Rae Stinson is a financial advisor at Truist Advisory Services with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Bank of America, and GE Capital. Outside of her advisory role, she is the owner of Paula-Rae's Wine Bar LLC, though the business is currently inactive. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of solutions including asset allocation analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by extensive inter-affiliate integration.

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, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has worked at Truist Investment Services since 2021 and previously at SunTrust Bank from 2017 to 2021. 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 and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, implementing advice through a mix of discretionary and non-discretionary approaches supported by third-party platform relationships.

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.

Andrew Leary is a financial advisor at Capital Group Private Client Services, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses with 10 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 provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach called the "Capital System" that combines separately managed accounts, mutual funds, ETFs, and alternative investment vehicles.

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.

Terry Graham is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has held roles at several firms, including Ameritas Investment Corp. and Legacy Builders Wealth Management, where he serves as CEO. Outside of finance, Graham is a pastor at Team Soteria Ministries and leads an IT and audio services company, Focus Vision Communications, Inc. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm operates a large network of advisors and offers a range of managed-account programs, including traditional and active investment strategies.