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.

Garrett Holcombe is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 credentials and has 16 years of industry experience. He has worked at LPL Financial for 10 years and has been with Independent Financial Partners since 2016. Outside of his advisory role, he serves on several nonprofit boards, including a foster care support organization, and is an ordained minister. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Kevin Kraus is a CFP® with 25 years of industry experience. He has been with HB Wealth since 2018 and previously worked at Compass Financial Consulting, LLC from 1999 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 employs a discretionary investment approach combining quantitative and qualitative due diligence across a range of public and private strategies and offers outsourced chief investment officer and institutional advisory services.

Joel Harris is an investment advisor representative at NewEdge Advisors with 38 years of industry experience. He previously founded and led Harris Consulting and spent 18 years at Securities Services Network. In addition to his advisory role, he serves as President and CEO of Fort Harris Consulting. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers comprehensive portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing centralized due diligence and technology tools to support advisors and clients.

Jacob Godwin is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with Eagle Strategies since 2015 and has worked with Nylife Securities LLC and New York Life Insurance Company since 2008. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Sophia Burbara is a financial advisor at PNC Wealth Management with Series 63 and 66 credentials and one year of industry experience. Prior to joining PNC Investments LLC, she held roles in various businesses, including Masamadre and Emerald Jewelry. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation. The firm uses algorithmic risk assessment and delegates portfolio implementation to approved strategists and third parties.

Craig Ames is a Series 66-licensed financial advisor with First Command Advisory Services, based in Alpharetta, GA. He has two years of industry experience following a 20-year career in the United States Air Force. Ames is also the owner of C R Ames Financial LLC, a separate business through which he conducts his activities with First Command. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Paul Scaglione is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager arrangements.

Rhonda Lamb is a Series 66 credentialed advisor at Hightower Advisors with 29 years of industry experience. She has been with Hightower Securities, LLC and Hightower Advisors since 2013. Outside of her advisory role, she serves as a notary without compensation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, employing affiliated and third-party managers along with proprietary research to construct portfolios that include mutual funds, ETFs, alternative investments, and custom indexing.

Scott Bechely is a CFP® professional with 22 years of industry experience, currently with Independent Financial Partners since 2016. He previously worked at LPL Financial from 2011 to 2019. Bechely is also involved with Horizon Planning Group, Inc., an insurance business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors nationwide. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients and offers a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting.

Patrick Mcardle is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in other ventures including online legal services with Net Law and real estate referral through the Dinsmore Group. Additionally, he serves on the finance committee at Our Lady of the Mountains Roman Catholic Church. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm operates through a large advisor network using model portfolios and third-party managers, delivering services via multiple program platforms including Transamerica ONE and TFA365.

Robert Harris is a Series 65 licensed financial advisor with five years of industry experience. He is currently with NewEdge Advisors and previously operated Fort Harris Consulting, Inc., doing business as Harris Consulting. He serves as Vice President of Fort Harris Consulting while providing advisory services through NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various portfolio management and consulting services, combining in-house manager selection with third-party models and advisory discretion, supported by centralized due diligence and technology tools.

Cam Levitan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His background includes roles at Keller Williams and managing his own entities such as Cam Fin LLC and Transformation Financial LLC. Outside of advisory work, he is active as a real estate agent, consulting on property management in Alpharetta, GA. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, and charitable organizations, offering investment advisory, brokerage, and retirement-plan services primarily through model portfolios and third-party managers across multiple program platforms.

Arash Assadzadeh is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Truist Advisory Services and its affiliated entities since 2014, including SunTrust Advisory Services prior to its transition to 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 third-party platforms and AI-enabled research tools, to manage client portfolios.

Stephen Poston is a financial advisor at VOYA Financial Advisors, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with VOYA since 2014. In addition to his advisory role, he operates as an independent insurance agent and is owner and president of Poston & Associates. VOYA Financial Advisors serves a diverse range of clients, including individual investors, institutional clients, and retirement plan sponsors. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting, often providing non-discretionary recommendations and utilizing multiple program structures including wrap programs and third-party money manager access.

Audrey Watson Atkinson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her career includes roles at Truist Investment Services and SunTrust Advisory Services since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary strategies with oversight from an Equity Research team utilizing AI-enabled tools.

Tyler Weyenberg is a CFP® professional with four years of industry experience, currently affiliated with Primerica Advisors. His prior experience includes roles at Guardian Life Insurance Company, Park Avenue Securities, Ashford Advisors, and RAM Partners LLC. Outside of financial advising, he provides private baseball lessons on a one-on-one basis. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services, including financial and retirement planning. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services such as lending solutions and donor-advised funds.