Amanda Lambertus is a Series 66-licensed financial advisor with 14 years of industry experience. She has been with Synovus Securities, Inc. since 2005. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services. The firm uses a client risk-tolerance questionnaire to guide asset allocation and manager selection, providing portfolio management through discretionary and non-discretionary programs on the Envestnet platform.

Ashley Gardner is a financial advisor with Sequent Planning, LLC in Columbus, GA, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Sequent, Gardner held positions at Futurity First Insurance Company and Insurance Supermarket Inc., and also worked in various roles at First Command Advisory Services and Leonard's Studio. Gardner is also licensed as an insurance agent. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals—including high-net-worth clients—retirement plan sponsors, businesses, and nonprofit organizations. The firm offers asset management, financial planning, and retirement-plan services, employing a structured risk framework and diversified manager strategies delivered by a network of independent adviser representatives.

Heather Kirkland is a financial advisor with Synovus Securities, Inc. in Columbus, GA, holding a Series 66 designation and eight years of industry experience. She has been with Synovus Securities since 2016. Outside of her advisory role, she is a member of White Oaks Berry Farm, an agricultural business in Hamilton, Georgia, where she manages administrative duties. Synovus Securities serves a diverse client base including individual, high-net-worth, and institutional investors, offering a range of investment advisory and brokerage services with a portfolio management approach that incorporates both discretionary and non-discretionary programs through the Envestnet platform.

Shawn Broe is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with First Command Advisory Services in Columbus, GA, where he has worked since 2016, including five years of prior service in the U.S. Army. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor model portfolios built from mutual funds, ETFs, and third-party managed accounts.

Cynthia Woods is a financial advisor at Truist Advisory Services with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Truist and its predecessor firms since 2006. Outside of her advisory role, she is a Mary Kay makeup consultant. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

William Kepley Jr. is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 designations and 11 years of industry experience. He has been with First Command Advisory Services since 2015 and also works with First Command Financial Planning, Inc. since 2014. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment management team to oversee model portfolios and select third-party managers from approved lists.

Mark Hudson is a CFP® and holds a Series 66 license, with 25 years of experience in the financial services industry. He has been affiliated with SunTrust Bank and its related entities since 2000, including roles at SunTrust Investment Services and SunTrust Advisory Services. He currently serves as a financial advisor at Truist Advisory Services in Columbus, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, 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.

Timothy Karr is a financial advisor with Truist Advisory Services in Columbus, GA, holding a Series 66 designation and having 10 years of industry experience. He has been with Truist and its predecessor entities since 2016, including roles at SunTrust Advisory Services and SunTrust Investment Services. 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, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Michael Hasson is a Series 66-licensed advisor with Valic Financial Advisors in Columbus, GA. He joined the firm in 2025 and has prior experience in landscaping and fire and emergency medical services. Outside of his advisory role, he is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account programs through a large network of advisors, utilizing a centralized technology platform and model solutions.

Antonio Fortson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 certifications and 14 years of industry experience. His work history includes roles at Truist Investment Services, BB&T, and Wells Fargo Advisors. He serves on the boards of the Alpha Upsilon Lambda Educational Foundation and Feeding the Valley Food Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting alongside third-party platform arrangements.

Emily Reynolds is a financial advisor at First Command Advisory Services in Columbus, GA, holding Series 65 and Series 63 licenses with one year of industry experience. Her prior work includes service in the United States Army from 2011 to 2021. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and third-party managers from prescreened lists.

Patrick Hojan is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. His prior roles include positions at Edward Jones, Merrill Lynch/Bank of America, Cetera, and Regions Bank. He serves as a board member for the Columbus Symphony Orchestra, a nonprofit organization in Columbus, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled equity research.

John Mize is a financial advisor with Truist Advisory Services in Columbus, GA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and with SunTrust Investment Services since 2000. Outside of his advisory role, he co-owns a condominium in Panama City Beach primarily for family use. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary strategies, leveraging third-party platforms and manager relationships to deliver tailored investment solutions.

Kelsey Graham is a financial advisor at First Command Advisory Services in Columbus, GA. She holds Series 65 and Series 63 licenses and has less than one year of industry experience. Prior to her current role, she worked in various positions including culinary and hospitality ventures. 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 offers financial planning and wrap-fee asset management programs using model portfolios managed by an internal Investment Management Team through a centralized platform.

Kermit Griner Jr. is a financial advisor with Eagle Strategies (NY Life) in Columbus, GA, holding the ChFC® and Series 63 designations and possessing 43 years of industry experience. He has been associated with Eagle Strategies since 2004 and has operated Griner-Isom Financial Strategies since 2014. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Lauren Isom is a financial advisor with Eagle Strategies (NY Life) based in Columbus, GA, holding a Series 66 designation and 14 years of industry experience. She has been associated with Eagle Strategies since 2014 and has operated Griner-Isom Financial Strategies since the same year. Outside of her advisory work, Isom serves on several boards including the Council of Finance and Administration for the South Georgia Methodist Conference, the Planned Giving Council at Berry College, the Columbus, Georgia Sports Council, and MercyMed of Columbus, Inc. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered primarily through non-discretionary asset management within an integrated New York Life affiliate structure.

Adam Jones is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Empower Advisory Group, Adam worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of his advisory role, he umpires Little League baseball games in Phenix City, Alabama. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing.

Sophia Nickelson is a Series 66 credentialed financial advisor with five years of industry experience. She has worked at First Command Advisory Services since 2021 and has prior experience with the Great Smoky Mountains Railroad and the YMCA of the Sandhills. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Andrew Lawfield is a financial advisor with First Command Advisory Services in Columbus, GA, holding a Series 66 designation and eight years of industry experience. He has held various roles within First Command entities since 2016 and has prior experience at Edward Jones and in government civilian positions with the U.S. Air Force and Army. Lawfield also serves as a Brigade Commander and Acquisition Manager with the U.S. Army Reserve, overseeing soldiers and acquisition processes. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios and third-party managers selected by its centralized Investment Management Team.

Dawson Dell is a financial advisor at First Command Advisory Services with one year of industry experience. He holds the Series 63 and Series 65 licenses and previously served in the U.S. Army and Tennessee Army National Guard. First Command Advisory Services is an SEC-registered investment adviser primarily serving active-duty service members, their families, and other individual, corporate, and charitable clients. The firm offers financial planning and wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers using a range of model portfolios and approved third-party managers.