Kumar Bhandari is a financial advisor with Transamerica Financial Advisors holding the PFS™ credential. He has recently entered the financial services industry and has experience with firms including WFGIA and Avantax. His background also includes accounting and consulting roles, and he has been involved with Brenau University and several accounting and tax service businesses. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party investment models, serving both discretionary and non-discretionary accounts.

Luis Kim is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously worked at Transamerica Financial Advisors, Inc. and FSC Securities Corporation. Luis is based in Buford, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary management strategies and integrates third-party platforms and AI-enabled tools to support its investment processes.

Evan Harbot is a CFP® with 22 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Russell Investments and CNL Securities Corp. His background includes roles at Fs2 Capital Partners, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans, through a large network of advisors. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and a range of specialized financial planning and consulting services.

Dana Merritt is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 licenses and having 10 years of industry experience. She has worked at SunTrust Advisory Services, Suntrust Investment Services, Inc., and Suntrust Bank since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools in its manager selection and oversight processes.

Susan Lewis is a CFP® professional with 29 years of industry experience. She has been with Benjamin F. Edwards & Company, Inc. since 2010. Benjamin F. Edwards & Company serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of investment advisory and brokerage services through fee-based wrap programs, financial planning, and consulting, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Roger Shaffer is a financial advisor at Hightower Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Hightower Securities and Hightower Advisors since 2013. Shaffer serves on the Board of Directors at Signature Banks of Georgia. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions using affiliated and third-party managers, with services that include discretionary portfolio management, financial planning, and retirement plan consulting.

Rajen Chokshi is a CFP® professional with 23 years of industry experience. He has worked at Hightower Advisors since 2021 and previously held roles at Bluerock Wealth Management, Redwood Wealth Management, and BlueRock Financial Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing proprietary research and a range of investment strategies across mutual funds, ETFs, alternatives, and customized indexing.

Robert Szymanski is a CFP® and ChFC® with 16 years of industry experience. He is currently affiliated with Horter Investment Management, LLC and is a financial advisor at Brookstone Capital Management LLC in Duluth, GA. His other business activities include insurance sales and Medicare back-office referrals. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Aleece Kardon is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She also maintains an active legal practice as an attorney specializing in trusts, wills, powers of attorney, and residential real estate closings. Kardon has worked at multiple legal and financial firms, including WealthWave and Shafritz & Dean, Attorneys at Law. Transamerica Financial Advisors serves a broad client base ranging from individual investors to institutional entities and offers both advisory and broker-dealer services. The firm delivers investment advice through proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Mark Wyrobek is a financial advisor at Fifth Third Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fifth Third Bank since 2018, following four years at B.C. Ziegler and Company. Outside of his advisory role, he is the owner of a vacation rental business in Dahlonega, Georgia. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm combines bank affiliation with municipal-advisor registration and provides access to multiple managed-account programs, including direct indexing and tax-overlay services.

Clayton Pond is a Series 66-credentialed financial advisor with over 11 years of industry experience. He has been with Kestra Advisory since 2016 and is also involved with oXYGen Financial, where he works as a Wealth Plan Design Specialist. Pond serves as the Treasurer on the board of a homeowners association. Kestra Advisory Services provides investment advisory and retirement-plan consulting for plan sponsors, institutional clients, and individuals. The firm offers a range of services including fiduciary consulting, plan design, employee education, and manages assets for large institutional investors, including sovereign wealth funds.

William Brand is a financial advisor at NewEdge Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Triad Advisors since 2010. In addition to his advisory role, he owns a compliance consulting firm, Willful Compliance Partners, Inc., providing regulatory guidance to registered entities. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers various portfolio management and consulting services through multiple program structures, emphasizing centralized due diligence and the integration of technology such as algorithmic model portfolios and held-away account platforms.

Eric Lapai is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Lawrenceville, GA, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with FIFTH THIRD SECURITIES since 2018 and also works with Fifth Third Bank since 2017. Prior to that, he spent a year at Southern New Hampshire University. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway platform, combining third-party portfolio management with advisor-guided selections, and operates as a wholly owned subsidiary of Fifth Third Bank.

Donette Corley is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with SunTrust Advisory Services since 2016 and with SunTrust Investment Services since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches supported by AI-enabled research tools and an integrated inter-affiliate structure.

William Maynard is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Transamerica, he worked at Primerica Financial Services for a decade. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach implemented through third-party managers and platform sub-advisors across multiple programs such as Transamerica ONE, TFA365, and Transamerica ALPHA, with regulatory assets under management reported at approximately $1.7 billion.

Standar Hammonds is a financial advisor with Empower Advisory Group in Alpharetta, GA, holding Series 63 and Series 66 credentials and 29 years of industry experience. His prior roles include positions at Fidelity, The Prudential Insurance Company of America, PRUCO Securities, Ameriprise Financial Services, and Scottrade. He serves as a trustee for the Reginald C. Powers Trust, overseeing the distribution of his step-father’s estate. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm employs an integrated model linked to Empower’s administrative platforms and focuses on long-term portfolio returns, annual rebalancing, and client savings rates.

Richard Cooney is a financial advisor with Stratos Wealth Partners, Ltd, holding the ChFC® designation and Series 63 license. He has 41 years of industry experience, including 21 years with Lincoln National Life Insurance Co and Lincoln Financial Advisors Corporation. Since 2019, he has been affiliated with both Stratos Wealth Partners and LPL Financial. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Thomas Gandolfi Jr. is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has held positions at multiple firms including Three Bridges Financial Group, where he serves as president and owner, in addition to his advisory roles. Gandolfi is also an author and a classroom instructor for financial planning through the American Financial Education Alliance. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and a variety of investment strategies, managing assets on a large scale primarily through standardized model and platform services.

Cory Jobe is a financial advisor at Lincoln Investment with a Series 66 designation and one year of industry experience. His prior work experience includes roles at The Horace Mann Companies and Protolabs, Inc. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team.

Jason Connolly is a financial advisor at Prime Capital Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sugarloaf Wealth Management, LLC, Triad Advisors, Inc., OSAIC, and Private Client Services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan services, and family office solutions, employing a variety of investment strategies and providing tax and financial administration services through an affiliated accounting subsidiary.