Sarojakanta Panda is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and eight years of industry experience. His career background includes roles in health insurance, property and casualty insurance, and telecommunications, including positions at AT&T Inc. and ownership of KPTech LLC. He is also involved in insurance sales and technical consultancy outside his advisory work. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides a range of investment programs through proprietary and third-party models, with discretionary and non-discretionary options tailored to client needs.

Willie Caldwell Jr. is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 licenses and has 35 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and previously held roles at Aflac and Assurance Health. Outside of his advisory work, Caldwell serves as a pastor at Zion Missionary Baptist Church. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with various investment programs and access to third-party money managers.

Joseph Sicchitano is a CFP® professional with 31 years of industry experience, currently serving at Principal Financial Services. His prior roles include positions at Morgan Stanley, SunTrust, TIAA-CREF, and Equitable Advisors. He has been a board member of Kingdom Global Ministries, a nonprofit focused on equipping pastors worldwide, for over a decade. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Ritu Shukla is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and previously worked at Truist Bank for 12 years. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, and operates with a high level of inter-affiliate integration.

Karen Stevens is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding the ChFC® designation and Series 63 license. She has 18 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of her advisory work, Stevens teaches online to children in China and owns a small business consultancy focused on helping businesses structure for growth. Eagle Strategies serves a broad client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types and primarily manages assets on a non-discretionary basis, working with both individual and institutional clients.

Blake Kahn is a CFP® professional with 15 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at MAI Capital Management, Empower Advisory Group, Personal Capital Advisors Corporation, Northwestern Mutual, and Morgan Stanley. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a broad advisor network, offering diversified, risk-class based investment solutions that combine passive and active management overseen by an internal Investment Committee.

Joe Friend III is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory services, employing both discretionary and non-discretionary management approaches supported by in-house and external strategists.

Harry Oldham III is a financial advisor with Truist Advisory Services in Alpharetta, GA. He holds the Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining Truist Advisory Services in 2021, he worked at Merrill and Wells Fargo Clearing among other firms. 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 and non-discretionary consulting, using third-party platforms and AI-enabled research tools to support manager selection and portfolio oversight.

Julie Price is a financial advisor with Hightower Advisors holding a Series 65 designation. She has over 20 years of industry experience, including two decades with MST LLC prior to joining Hightower Holdings, LLC and Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s approach involves manager selection and multi-manager solutions using both affiliated and third-party managers, with offerings that include discretionary portfolio management, financial planning, and retirement plan consulting.

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 bringing 10 years of industry experience. She has been with SunTrust Advisory Services and affiliated entities since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and a structured supervisory oversight process.

Alan Kasser is a financial advisor at J. W. Cole Advisors, Inc. in Roswell, GA, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has worked at J. W. Cole Advisors since 2013 and previously held positions at Financial Advisers of America and Mass Mutual Investors Services. Outside of his advisory role, he is involved with Kasser Investment Advisors, LLC, which focuses on brokerage and insurance products. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to digital advice platforms for a range of clients including individuals, high-net-worth clients, and institutions.

Susan Lewis is a CFP® with 29 years of experience in the financial industry. She has worked at Benjamin F. Edwards & Company, Inc. since 2010, following positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Located in Alpharetta, GA, she holds Series 63 and Series 66 licenses. Benjamin F. Edwards & Company, Inc. is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including financial planning, investment management, and retirement plan consulting, employing both proprietary and third-party strategies in discretionary and non-discretionary managed solutions.

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.

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.