Edwin Pinigis III is a financial advisor with Truist Advisory Services in Marietta, GA, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at BB&T Securities, PNC Investments, and Davenport & Company LLC. 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 AI-enabled research tools and inter-affiliate integration within the Truist enterprise.

Maria Vazquez is a financial advisor with Truist Advisory Services in Marietta, GA, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary and non-discretionary investment management, leveraging third-party platform relationships and AI-enabled equity research to support manager selection and portfolio oversight.

Edward Bradley Jr. is a financial advisor with Money Concepts Capital Corp in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Money Concepts Capital Corp since 2014 and is currently employed at Winter Construction Company. Outside of his advisory role, he serves as president of Rhema Financial Group, a business focused on income tax preparation and insurance services, and volunteers as a teacher at the Governor's School of North Carolina. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm utilizes a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, employing fundamental and technical analysis alongside modern portfolio theory to manage assets.

Brady Hood is a financial advisor with First Command Advisory Services in Marietta, GA, holding a Series 66 designation and four years of industry experience. Prior to his advisory role, he spent seven years with the Warren County Sheriff's Office. He also serves as a guest speaker for Mental Health America of Northern Kentucky & Southwest Ohio, providing compliance-approved financial education. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specialized focus on active-duty service members and their families. The firm offers comprehensive financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team.

Travis Mitchell is a financial advisor with Cetera Planning Partners in Marietta, GA, holding Series 63, 65, and 66 credentials and over 31 years of industry experience. He has worked at various Cetera entities since 2015 and held positions at Avantax firms and PNC Wealth Management. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers comprehensive financial planning and investment management, including Social Security optimization and retirement advice, supported by ancillary services such as tax planning, bookkeeping, and estate planning through a third-party provider.

Finley Charlery is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses. Charlery has less than one year of industry experience and has previously worked with First Command Insurance Services, First Command Brokerage Services, NaTech, MilVets, V2X, CSX, and served in the US Military. 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 multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios and select third-party managers.

Brian Huffman is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWFS Equities, Inc. since 2014. 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 delivers services through an integrated model connected to Empower’s administrative platforms, offering point‑in‑time financial plans and optional managed account solutions.

Alan Jotkoff is a CFP® and PFS™ with 39 years of experience in financial advisory services. He is currently with Osaic Advisory Services, LLC and has previously worked at Triad Advisors, Inc. and owns Jotkoff Financial Services, Inc. He serves on the board of directors for Plaza Health Network, a nonprofit rehabilitation and skilled nursing organization. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through various program models, utilizing both proprietary and third-party platforms.

Manuel Carvallo is a financial advisor with Money Concepts Capital Corp who holds a Series 66 designation and has 17 years of industry experience. He has been with Money Concepts Capital Corp since 2014 and also serves as CEO of Hispanic Wealth, LLC, where he creates culturally-competent educational content and provides actuarial consulting. Carvallo is a board member of the New Generations Foundation and is involved in actuarial consulting and education through Retire Friday, LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and investment strategies, combining model portfolios and third-party sub-advisers to manage approximately $3.33 billion across 14,700 clients.

Latorya Brown Bailey is a Series 66-licensed financial advisor at First Command Advisory Services with three years of industry experience. She previously served in the United States Army from 2009 to 2022 before joining First Command in 2022. Brown Bailey is also the owner of Brown-Bailey LLC, which she uses to manage her First Command business. First Command Advisory Services, Inc. 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 multiple wrap-fee asset management programs, utilizing a centralized investment management team to select and monitor portfolios and third-party managers.

Justin Bradford is a CFP® professional with 23 years of industry experience. He currently serves as an advisor at NewEdge Advisors and has previously worked at LPL Financial, Independent Advisor Alliance, and Robert W. Baird & Co. Outside of his advisory role, he is involved in managing Castle Wealth Partners, a registered investment advisor DBA for his LPL business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, utilizing various program structures and technology tools to support advisor and client needs.

Eleanor Millwood is a financial advisor with First Citizens Investor Services, Inc. based in Atlanta, GA. She holds Series 63 and Series 66 registrations and has 21 years of industry experience. Her previous roles include positions at Truist Advisory Services and BB&T. First Citizens Investor Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and corporate entities. The firm offers advisory and brokerage services through various portfolio management options and focuses on client assessments to guide investment allocations across multiple asset classes.

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.