David Preuss is a financial advisor with Transamerica Retirement Advisors, LLC in Marietta, GA. He holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 24 years of industry experience. His career includes over a decade at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2013. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm employs proprietary portfolio construction tools developed with Morningstar Investment Management and manages a high volume of clients primarily through non-discretionary asset management.

Jacquelyn Csonka is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 65 and Series 63 licenses and has eight years of industry experience. Her prior roles include positions at Agia, Park Avenue Securities, Guardian Life Insurance, Mutual of Omaha, and Carat USA. She is also an agent for Agia, providing non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and emphasizes the use of centralized technology and model solutions.

Ian Garrett is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 65 and Series 63 credentials with one year of industry experience. Prior to joining Valic, he worked at Florida Financial Advisors under the DBA Georgia Financial Advisors and briefly at John Hancock Retirement. 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 relies on technology and model solutions to support a high client count per advisor.

Stephen Patch is a financial advisor with Bankers Life Advisory Services, Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked with various Bankers Life entities since 2013 and previously spent two years at ADP. Outside of advisory services, he serves as a Unit Field Trainer for Bankers Life & Casualty, recruiting and training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Christopher Henderson is a financial advisor with Transamerica Financial Advisors who holds Series 65 and Series 66 licenses and has 21 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also maintains a role at Wfgia. In addition to advisory duties, he may perform home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory model.

David Yuschak is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has worked at Truist Advisory Services since 2016, including its predecessor Suntrust Advisory Services, and previously spent over a decade at Suntrust Bank. Outside of his advisory role, he serves as treasurer on the board of his daughter's high school girls' flag football team. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that blends discretionary and non-discretionary management through third-party platforms and ongoing oversight.

David Norvell is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His prior roles include a 15-year tenure at TIAA and a position at LPL Financial. Outside of advising, he works as a food delivery person for DoorDash. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection services, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Nicholas Di Bona is a financial advisor with Truist Advisory Services in Atlanta, GA. He holds the Series 66 designation and has three years of industry experience. His prior work includes positions at Bank of America, Merrill, Parda Credit Union, and Lander University. 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.

Joel White Jr. is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds the Series 65 credential and has worked with Truist and its affiliated entities since 2018. Prior to that, he was with GenSpring Family Offices from 2016 to 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Jacob Reid is a CFA® charterholder and Series 65 licensee with two years of industry experience. He currently works at Truist Advisory Services and previously held roles at Bank of America, CAPTrust, TowneBank, and Paragon Bank. Outside of his advisory work, he was involved with The Looma Project for four years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by an Equity Research team using AI-enabled tools and an Investment Advisory Group overseeing manager selection and periodic reviews.

Chukwu Emeka Onyia is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Bank of America, Merrill, U.S. Bancorp Investments, Fisher Investments, and Amazon. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Dennis Davis is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63, 65, and 66 licenses and 29 years of industry experience. His prior roles include positions at LPL Financial and Cuna Brokerage Services, Inc. He is also involved with TruStage Wealth Management Consulting Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Brian Farkas is a financial advisor at OSAIC Advisory Services, LLC with 39 years of industry experience. He previously worked for American Portfolios Financial Services, Inc. for 21 years. Farkas owns multiple insurance-related businesses, including Baron’s Financial Strategies, Inc. and Dont Blink Insurance.net. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and other related services through various advisory programs using both proprietary and third-party platforms.

Keith Lerner is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Truist Advisory Services. He has held various roles within Truist and its predecessor entities since 2012 and also worked at GenSpring Family Offices. Outside of his advisory work, Lerner serves as a board member of Breakthrough T1D, an organization focused on funding and advancing research for Type 1 diabetes. 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 consulting supported by third-party platform arrangements.

Jeffrey Dunn is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds the Series 66 designation and has worked at BB&T Securities, SunTrust Advisory Services, and SunTrust Bank since 2014. Outside of his advisory role, Dunn serves as Chairman of the Atlanta Sports Council board of directors, where he leads meetings and supports fundraising efforts. 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, utilizing a combination of discretionary management and third‑party platforms to implement its advice.

Tony Brown is a financial advisor at PNC Wealth Management in Atlanta, GA, holding a CFA® designation along with Series 63 and Series 66 licenses. He has 16 years of industry experience, including eight years with Advisor Group, Inc. and four years with PNC Investments LLC. In addition to his advisory role, he teaches an online undergraduate finance course as an associate adjunct professor at the University of Maryland Global Campus. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital portfolio strategy pilot for employees. The firm utilizes algorithm-driven model selection and delegates portfolio implementation to third-party managers, focusing on mutual funds and ETFs with annual rebalancing.

Xavier Felipe is a CFP® with 36 years of industry experience and is currently with OSAIC Advisory Services, LLC. He previously worked at American Portfolios Financial Services Inc. for 18 years. Outside of advisory work, he is involved in life insurance services and owns XF Capital, a life insurance business. He is also engaged in solar panel sales through XFelipe Solar Consultants. OSAIC Advisory Services, LLC is an SEC-registered investment adviser that serves a diverse range of clients including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive investment management and financial planning services through various program models, utilizing proprietary tools and third-party platforms.

Terry Dickey is a financial advisor at OSAIC Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Triad Hybrid Solutions, LLC and Triad Advisors, Inc. from 2016 to 2024. Outside his advisory role, he serves as president of Empower Wealth Management, a wealth management business. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Kiel Upton is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 66 designation and has worked at Truist Advisory Services since 2025, following roles at Truist Investment Services, BOK Financial, and Edward Jones. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Lorenzo West Jr. is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2013. Outside of his advisory role, he also works as a food delivery driver. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, combining discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.