Beth Mayfield is a financial advisor at CIBC Private Wealth Advisors, Inc. in Atlanta, GA, holding a Series 65 credential with eight years at CIBC and a prior four years at Greenberg Traurig. She has three years of industry experience as a financial advisor. Outside of her advisory role, she works as an independent contractor with Isagenix, a nutritional online company. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm provides comprehensive wealth advisory and portfolio management services, employing a combination of proprietary and external strategies overseen by dedicated investment committees.

Joshua Harper is a financial advisor with Principal Financial Services in Atlanta, GA. He holds Series 63 and Series 65 designations and has approximately one year of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities, Inc., Western & Southern Life, and State Farm. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Leana D'aloisio is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with LPL Financial since 2012 and has been with Independent Advisor Alliance since 2019. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary portfolio management, utilizing various strategies and technology platforms to support its services.

Frederick Dais is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining First Command, he worked at Allstate Insurance Co and The Days Group from 2017 to 2025, and at PwC from 2011 to 2017. He is based in Marietta, GA. 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 multiple wrap-fee asset management programs utilizing model portfolios managed by an internal Investment Management Team.

Clifford England Jr. is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 registrations and bringing 40 years of industry experience. He has been with Valic Financial Advisors since 1999 and also serves as an agent with Agia, where he works with 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Antony Barber is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes positions at Principal Securities Inc, Principal Life Insurance Company, MML Investors Services LLC, MassMutual Life Insurance Company, and The Prudential Insurance Company of America. Outside of his advisory role, he is involved in helping Medicare beneficiaries select health plans and also manages rental properties. 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 financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Robert Bunker is a financial advisor with First Command Advisory Services, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, JPMorgan Chase, HSBC, and Ironwood Holdings. 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 managed centrally by an Investment Management Team and Wealth Portfolio Managers who select from approved model portfolios and third-party managers.

John Choate is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously held roles at The Ayco Company and The University of Georgia. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management, utilizing strategic allocation models and access to a broad range of affiliated services within the Goldman Sachs ecosystem.

Todd Thompson is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services and its predecessor firms since 2009, as well as Wells Fargo Clearing from 2006 to 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, fiduciary support, and manager-selection programs. The firm integrates discretionary and non-discretionary strategies and employs AI-enabled research tools alongside traditional methods to support client portfolios.

William King is a financial advisor with First Citizens Investor Services, Inc. in Atlanta, GA, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at First Citizens Bank and related entities since 2011, including BB&T and its affiliates prior to their merger. First Citizens Investor Services serves individuals, pension plans, charitable organizations, and corporate clients through a range of advisory and brokerage services, including portfolio management, wrap programs, model portfolios, and financial planning. The firm emphasizes IAR-led assessments and multiple analysis methods to manage diversified investment allocations.

Angus McRae is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He is the owner of Angus McRae Insurance Brokerage Services Inc and has worked with Principal Life Insurance Company since 2016. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, 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 asset allocation and separately managed accounts.

Alla Harvey is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been associated with SunTrust Advisory Services since 2016 and with SunTrust Bank and SunTrust Investment Services INC since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting. The firm combines traditional research with AI-enabled tools and emphasizes inter-affiliate integration, including its AMC Advantage manager-selection program and affiliated broker-dealer and bank services.

Joyce Krinsky is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Valic Financial Advisors since 2013 and is also affiliated with Agia as an agent. Additionally, she serves as a notary public, a role she has maintained since 2009. Valic Financial Advisors primarily serves U.S.-based 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 and management.

Dennis Parker Jr. is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes over two decades with SunTrust Investment Services and its successors before joining Truist Advisory Services in 2021. Outside of his advisory work, he is a member of a multi-member LLC that owns a single-family rental property and serves on the Stewardship Team at Southside Church, overseeing financial matters for the organization. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships and third-party platforms to support their investment solutions.

Patrick Connolly is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 14 years of industry experience. He has worked at multiple firms including JPMorgan Chase and Voya Investment Management. Outside of his advisory role, Connolly is an investor in a turf business and owns a business focused on capital strategy. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets and serving a national client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management along with financial planning and consulting services through Steward Partners-branded solutions and third-party money managers.

Amy Mullvain is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 65 and Series 63 licenses and possessing 14 years of industry experience. Her prior work includes roles at Agia, IFG Advisory, LLC (d/b/a Strong Gaddy Lee Wealth Management), LPL Financial, and Arista Advisory Group. She is also appointed as an agent to sell non-securities insurance products through Agia. Valic Financial Advisors serves primarily U.S. individual clients, including high net worth and ultra-high net worth individuals, as well as employer-sponsored retirement participants. The firm employs discretionary unified managed accounts using Envestnet’s platform and offers portfolio management, financial planning, and consulting services through a broad network of advisors.

Michael Beuttel is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Valic Financial Advisors since 2007 and also holds a position at Agia since 2022. Outside of his advisory work, he serves as Co-Trustee of a family trust, managing assets for his younger brother. 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 with National Financial Services as clearing custodian.

Terry Graham is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has held roles at several firms, including Ameritas Investment Corp. and Legacy Builders Wealth Management, where he serves as CEO. Outside of finance, Graham is a pastor at Team Soteria Ministries and leads an IT and audio services company, Focus Vision Communications, Inc. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm operates a large network of advisors and offers a range of managed-account programs, including traditional and active investment strategies.

Walter Thomas is a financial advisor with Valic Financial Advisors in Birmingham, AL, holding Series 63, 65, and 66 licenses and possessing 30 years of industry experience. He has been with Valic Financial Advisors since 1997 and also serves as an agent with Agia, offering 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, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Gary Davis is a financial advisor at Osaic Advisory Services, LLC with 45 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at American Portfolios Financial Services, Inc., LPL Financial, Raymond James Financial Services, and UBS Financial Services. He serves on the Board of Directors for the Port St Lucie Downtown Lions Club and acts as an independent FINRA arbitrator. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs, financial planning, and access to alternative investments, utilizing both fundamental and technical analysis within an integrated platform model.