Joseph Sicchitano is a CFP® professional with 31 years of industry experience, currently serving at Principal Financial Services. His prior experience includes roles at Morgan Stanley, SunTrust, BB&T Securities, and self-employment in financial services. He is a long-time board member of Kingdom Global Ministries, a nonprofit focused on equipping pastors worldwide. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under varying advisory and promoter arrangements.

Ritu Shukla is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and previously worked at Truist Bank for 12 years. Truist Advisory Services offers 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 platforms and AI-enabled research tools, and operates with a high level of inter-affiliate integration.

Karen Stevens is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding the ChFC® designation and Series 63 license. She has 18 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of her advisory work, Stevens teaches online to children in China and owns a small business consultancy focused on helping businesses structure for growth. Eagle Strategies serves a broad client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types and primarily manages assets on a non-discretionary basis, working with both individual and institutional clients.

Joe Friend III is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Voya Financial Advisors since 2014. In addition to his advisory role, he operates as an independent insurance agent, selling fixed insurance products. Voya Financial Advisors, Inc. serves a diverse clientele including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, primarily focusing on non-discretionary advisory relationships.

Harry Oldham III is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches with third-party platform partnerships and AI-enabled research tools.

Kumar Bhandari is a financial advisor with Transamerica Financial Advisors holding the PFS™ credential. He has recently entered the financial services industry and has experience with firms including WFGIA and Avantax. His background also includes accounting and consulting roles, and he has been involved with Brenau University and several accounting and tax service businesses. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party investment models, serving both discretionary and non-discretionary accounts.

Luis Kim is a financial advisor with Truist Advisory Services in Buford, GA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Transamerica Financial Advisors, Inc. for eight years before joining Truist in 2025. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary approaches. The firm integrates affiliated broker-dealer and banking services and employs AI-enabled tools alongside traditional research in its investment processes.

Evan Harbot is a CFP® with 22 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Russell Investments and CNL Securities Corp. His background includes roles at Fs2 Capital Partners, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans, through a large network of advisors. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and a range of specialized financial planning and consulting services.

Dana Merritt is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She has been with SunTrust Advisory Services and its affiliated entities since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary solutions supported by third-party platforms and manager arrangements.

Susan Lewis is a CFP® professional with 29 years of industry experience. She has been with Benjamin F. Edwards & Company, Inc. since 2010. Benjamin F. Edwards & Company serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of investment advisory and brokerage services through fee-based wrap programs, financial planning, and consulting, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Roger Shaffer is a financial advisor at Hightower Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Hightower Securities and Hightower Advisors since 2013. Shaffer serves on the Board of Directors at Signature Banks of Georgia. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions using affiliated and third-party managers, with services that include discretionary portfolio management, financial planning, and retirement plan consulting.

Aleece Kardon is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She also maintains an active legal practice as an attorney specializing in trusts, wills, powers of attorney, and residential real estate closings. Kardon has worked at multiple legal and financial firms, including WealthWave and Shafritz & Dean, Attorneys at Law. Transamerica Financial Advisors serves a broad client base ranging from individual investors to institutional entities and offers both advisory and broker-dealer services. The firm delivers investment advice through proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Mark Wyrobek is a financial advisor at Fifth Third Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fifth Third Bank since 2018, following four years at B.C. Ziegler and Company. Outside of his advisory role, he is the owner of a vacation rental business in Dahlonega, Georgia. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm combines bank affiliation with municipal-advisor registration and provides access to multiple managed-account programs, including direct indexing and tax-overlay services.

Clayton Pond is a Series 66-credentialed financial advisor with over 11 years of industry experience. He has been with Kestra Advisory since 2016 and is also involved with oXYGen Financial, where he works as a Wealth Plan Design Specialist. Pond serves as the Treasurer on the board of a homeowners association. Kestra Advisory Services provides investment advisory and retirement-plan consulting for plan sponsors, institutional clients, and individuals. The firm offers a range of services including fiduciary consulting, plan design, employee education, and manages assets for large institutional investors, including sovereign wealth funds.

Donette Corley is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with SunTrust Advisory Services since 2016 and with SunTrust Investment Services since 2015. 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 that combines discretionary and non-discretionary approaches supported by AI-enabled research tools and an integrated inter-affiliate structure.

Standar Hammonds is a financial advisor with Empower Advisory Group in Alpharetta, GA, holding Series 63 and Series 66 credentials and 29 years of industry experience. His prior roles include positions at Fidelity, The Prudential Insurance Company of America, PRUCO Securities, Ameriprise Financial Services, and Scottrade. He serves as a trustee for the Reginald C. Powers Trust, overseeing the distribution of his step-father’s estate. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm employs an integrated model linked to Empower’s administrative platforms and focuses on long-term portfolio returns, annual rebalancing, and client savings rates.

Susan Moone is a CFP®-certified financial advisor with Commonwealth Financial Network, based in Canton, GA. She has 17 years of industry experience and has been with Commonwealth and Five Talents Wealth Management since 2007. Moone is the sole owner of Five Talents Wealth Management, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management services while offering a broad range of discretionary portfolio options and model portfolios through its Investment Management and Research team.

Thomas Gandolfi Jr. is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has held positions at multiple firms including Three Bridges Financial Group, where he serves as president and owner, in addition to his advisory roles. Gandolfi is also an author and a classroom instructor for financial planning through the American Financial Education Alliance. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and a variety of investment strategies, managing assets on a large scale primarily through standardized model and platform services.

Laura Helms is a CFP® professional affiliated with Commonwealth Financial Network, based in Alpharetta, GA, with two years of industry experience. She has worked at both North Point Wealth Management and Commonwealth Financial Network since 2022. Prior to her financial advisory career, she spent sixteen years at Southwire Company. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm offers a wide range of adviser-support services, including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive custody and clearing services.

Noelle Kim is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at multiple firms including Mpowering America, Netlaw, Elleon Consulting LLC, WealthWave, and Assurant Health. Outside of her advisory role, she serves as president of Elleon Consulting LLC, an insurance business. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide client base including individuals, trusts, and employer-sponsored plans. The firm utilizes model portfolios and third-party managers to implement its advisory services across multiple platforms such as Transamerica ONE and TFA365.