Dylan Schefske is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2024. His prior work includes roles at MassMutual Life Insurance and Mass Mutual Investors Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, with an emphasis on inter-affiliate integration and oversight.

Lemond Ponton is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior experience includes roles at Merrill Lynch, AXA Advisors, Northwestern Mutual, MassMutual Life Insurance, and MML Investors Services. He is co-founder and owner of Cardinal Mays Advisors & Associates LLC and Cardinal Mays LLC, entities involved in financial services and insurance agent development. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed accounts through a large network of representatives. The firm operates at scale, managing approximately $29.2 billion and serving close to 300,000 clients.

Keith Eason is a CFP®-credentialed financial advisor with 18 years of industry experience. He is currently with Valic Financial Advisors in Atlanta, GA, where he has worked since 2014, and also holds a role with Agia involving non-securities insurance products. Prior to Valic, he was associated with Pro Labor Services starting in 2013. 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 to construct client portfolios.

Kary Brownlee is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with LPL Financial since 2012 and Independent Financial Partners from 2012 to 2019. Outside of his advisory work, Brownlee has served as a youth soccer referee for local clubs. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a combination of discretionary and non-discretionary management strategies supported by technology platforms and operates a network model with connections to LPL Financial and third-party estate-planning resources.

George Bellucci is a CFP®-designated financial advisor with over 31 years of industry experience. He currently works at Osaic Advisory Services, LLC and has previously been affiliated with American Portfolios Financial Services, Inc., Hartford Equity Sales Company Inc., and Phoenix Home Life. In addition to his advisory role, he is president of Bellucci Insurance Brokerage, a sole proprietorship specializing in casualty and property insurance. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides comprehensive investment management, financial planning, retirement plan consulting, and related services through multiple program models and a combination of proprietary and third-party platforms.

Ariel Gibson is a Series 66-licensed financial advisor with seven years of industry experience currently serving at Valic Financial Advisors. Prior to joining Valic, Gibson worked at Edward Jones and Jason Riner State Farm. Outside of financial advising, Gibson has been a consultant for Pampered Chef, selling kitchenware products. Valic Financial Advisors primarily serves individual investors in the U.S., 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 UMA models for portfolio construction and management.

Cary Sheppard is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Valic Financial Advisors since 1999 and also works with Agia as an agent. Outside of his advisory role, he is involved in managing several rental properties in Florida and Alabama with his wife. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and supporting a large client base through its extensive advisor network.

John Ratchford is a CFP® professional with 17 years of experience in financial services. He is currently with First Command Advisory Services and has prior experience at LPL Enterprise LLC, Advocacy Wealth Management, and the Department of Defense. His background includes various roles in wealth management and financial planning. First Command Advisory Services serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and offers multiple wrap-fee asset management programs, utilizing a centralized investment management team to design and monitor model portfolios and third-party manager selections.

Jason Iannantuono is a CFP® professional with over 31 years of industry experience. He is currently with Osaic Advisory Services, LLC, where he has worked since 2018, and previously spent ten years at Triad Advisors, Inc. Outside of his advisory work, he serves as treasurer for the Maskenozha Rod & Gun Club, managing its financial records. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services, including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and custodians such as Schwab and Fidelity.

Simone Jones is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Steward Partners in 2023. Steward Partners Investment Advisory is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services through proprietary and third-party solutions.

Darshankumar Patel is a Series 65-licensed financial advisor with Bankers Life Advisory Services, Inc. in Atlanta, GA, with 6 years of industry experience and over 11 years at Bankers Life. He manages a team of agents, overseeing hiring and training, and is involved in insurance sales including Medicare, annuities, and life insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities with periodic rebalancing and performance reviews.

Jordan Weems is a financial advisor at Truist Advisory Services with Series 65 and Series 63 credentials and four years of industry experience. He previously worked at Truist Securities and JPMorgan Chase & Co. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a mix of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Daniel Head is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and 44 years of industry experience. He has worked with Triad Hybrid Solutions, LLC and Triad Advisors, Inc. and is managing partner of Head Investment Partners LLC. Outside of his advisory work, he is involved with Shadesavers, a consumer product business where he oversees administrative, legal, and accounting relationships. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides a range of investment and financial planning services through multiple program models, utilizing proprietary and third-party platforms to build and monitor client portfolios.

William Walsh is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding a Series 66 designation and 13 years of industry experience. He has been with Valic Financial Advisors since 2012 and also serves as an agent for 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, consulting, and brokerage services, using Envestnet-developed UMA models to construct client portfolios.

Michael Dennard is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Cetera Advisor Networks, Amazon.com, Primerica Financial Services, Signator Investors, Transamerica Financial Advisors, and FSC Securities Corporation. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and research.

Byron Griffith III is a financial advisor with Truist Advisory Services in Atlanta, GA. He holds the Series 66 designation and has four years of industry experience. His career includes eight years at Truist prior to joining Truist Investment Services in 2022. 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 that combines discretionary and non-discretionary approaches, supported by AI-enabled research and supervisory oversight.

Joseph Okraski is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 30 years of industry experience. He has worked at Valic Financial Advisors since 2015 and has been affiliated with Agia since 2022, where he is involved in 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Mark Ronsini is a financial advisor with Lincoln Investment in Kennesaw, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Lincoln Investment since 2013 and previously at Lucia Capital Group and Raymond J. Lucia Companies, Inc. Outside of his advisory role, Ronsini is involved as an investor in horse breeding and racing partnerships and operates a horse racing and sales entity. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and both advisor-managed and firm-managed portfolios, employing strategic and tactical investment approaches overseen by an Investment Management & Research team.

Isaac Monell is a CFP® with 13 years of experience in financial advisory roles. He currently works at Truist Advisory Services and has previously held positions at SunTrust Investment Services and Northwestern Mutual Investment Management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled tools to support investment decisions.

Frank Pittman IV is a CFP® professional with 27 years of experience in financial advisory. He is currently with Truist Advisory Services and has held positions at Truist Investment Services, SunTrust Advisory Services, Bank of America, and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and a manager-selection program through third-party relationships. The firm integrates discretionary and non-discretionary investment approaches supported by AI-enabled research tools and inter-affiliate service arrangements.