Nicolas Caradonna is a financial advisor with Principal Financial Services in Atlanta, GA, holding a Series 66 designation and six years of industry experience. He previously worked at Focused Financial Group and has been affiliated with Principal Securities Inc and Principal Life Insurance Company since 2019. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under different advisory and promoter arrangements.

Richard Warren is a Series 66-credentialed financial advisor with six years at First Citizens Investor Services, Inc. and First Citizens Bank combined, and five years of industry experience overall. Prior to joining First Citizens in 2020, he worked at Branch Banking and Trust Co. from 2015 to 2020. Outside of his advisory role, he is the owner of a family-owned LLC that manages personal family assets. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, automated Guided Investing, tax-aware services, and financial planning, utilizing a client process focused on assessments of financial needs and risk tolerance.

Bruce Hermann II is a financial advisor at Osaic Advisory Services, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Triad Advisors, Inc. and American Financial Management Group. Outside of his advisory role, he serves as Membership Chairperson for the Milford Lions Club. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm offers a range of advisory services including investment management, financial planning, retirement plan consulting, and third-party manager oversight through multiple program models and a combination of proprietary and third-party platforms.

Ernest Dison Jr. is a financial advisor with Principal Financial Services in Marietta, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been affiliated with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2014. Outside of his advisory role, he serves as a director for Adam Ministries Inc. and St. Paul COGIC, supporting various church-related community services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions under both adviser and promoter arrangements.

Galen Mayo is a CFP®-credentialed financial advisor with 17 years of industry experience. He is currently with VALIC Financial Advisors, Inc. and has previously worked at firms including Fidelity Brokerage Services and Advisory Services Network. Mayo is also appointed as an agent to sell non-securities insurance products for AGIA. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth clients and retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

James Harris is a financial advisor at Money Concepts Capital Corp with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Money Concepts since 2004. Harris is also the president and founder of Financial Practice Management Corp., a consulting and coaching firm for financial professionals, and serves as an officer for the East Cobb Business Association, a nonprofit organization. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs and employs a combination of model portfolios, advisor-designed strategies, and third-party sub-advisers using fundamental and technical analysis along with modern portfolio theory.

Sean Dehaan is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Private Advisor Group since 2019 and previously held roles at Independent Financial Partners, LPL Financial, and Merrill. Outside of his primary advisory work, he has experience selling and servicing disability income insurance policies. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm operates a fiduciary-based advisory model that combines client goals with a range of investment strategies and technology-driven platforms, often implementing advice through third-party managers and TAMPs.

Kristol Luke is a financial advisor with Truist Advisory Services in Smyrna, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining Truist in 2023, he worked at Raymond James & Associates for six years. He is also a commissioned Notary Public in Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program implemented through a mix of discretionary and non-discretionary relationships, supported by third-party platforms and AI-enhanced research.

Richard Oldham is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Creative Planning and has previously worked at Allworth Financial, L.P. and Retirement Advisors of America. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies supplemented by tax-loss harvesting and selective private market exposure.

Peter Protos is a CFP® with 23 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2021, and previously spent nearly two decades at SunTrust in various advisory and securities roles. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies. The firm integrates multiple affiliated entities and employs AI-enabled research tools alongside traditional analysis in its investment processes.

Barbara Million is a financial advisor with Osaic Advisory Services, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Osaic since 2024 and previously spent eight years with Triad Advisors, Inc. and continues with Triad Hybrid Solutions, LLC. Million is also the principal and CEO of Empower Wealth Management, an independent wealth management and financial planning firm. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, and other entities. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing both proprietary and third-party platforms and managers.

Scott Suarez is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds the Series 66 designation and has worked extensively with Truist and its predecessor entities since 2006. Suarez’s career includes roles at BB&T Bank, BB&T Investments, and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and an integrated inter-affiliate operating structure.

Connie Stein Neff is a financial advisor at Osaic Advisory Services, LLC with 12 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at American Portfolios Financial Services, Inc. for 17 years. Outside of her advisory role, she works part-time managing clearance merchandise for a retail chain. Osaic Advisory Services serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and other related services through multiple program models, utilizing both proprietary and third-party platforms.

Willard Tuck is a financial advisor at Valic Financial Advisors with eight years of industry experience and holds the Series 66 designation. His prior roles include positions at Agia and Limestone Valley RC&D. He serves on the boards of nonprofit organizations focused on community support and disability services. Valic Financial Advisors is a large SEC-registered investment adviser 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 accounts through a network of over 1,200 advisors, using centralized technology and model-based investment solutions.

Michael Leibig is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with Principal Life Insurance Co. since 2017 and Principal Securities Inc. since 2016, following a prior role at Principal Financial from 2012 to 2017. 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 U.S. 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.

Barnabas White is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2013. Outside of his financial advisory role, he occasionally works as an on-call extra and background actor for movies, TV shows, and commercials through Central Casting. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed portfolios and investment education through various advice programs. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to deliver personalized asset allocation and retirement guidance at scale.

Margaret Remeika is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Allworth Financial, L.P. with two years of industry experience. Her prior roles include positions at Henssler Financial and LPL Financial, LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including model allocations and specialized approaches, while utilizing third-party sub-advisers and technology to manage a broad range of investments.

Suhyoung An is a financial advisor at Principal Financial Services with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at New York Life Insurance Company and NYLife Securities LLC for a decade. His current role includes sales of fixed annuities, life insurance, disability insurance, and long-term care products through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by these third parties.

Julien Colon is a financial advisor with Bankers Life Advisory Services, Inc. and holds a Series 66 designation. He has one year of industry experience and has held positions at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty. Outside of advisory services, he manages a team of agents providing insurance solutions tailored to retirees, including Medicare supplements and long-term care insurance. Bankers Life Advisory Services, Inc. offers 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.

Garrett Brown is a Series 66 licensed financial advisor with Valic Financial Advisors in Atlanta, GA. He joined the firm in 2026 and has a background including service in the United States Marine Corps from 2018 to 2022 and various roles in both education and small business. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and supports nearly 300,000 clients with a focus on centralized technology and model solutions.