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. based in Atlanta, GA. He holds Series 63 and Series 66 licenses and has 15 years of industry experience, including prior roles at BB&T and its affiliates. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm emphasizes IAR-led financial assessments and uses a combination of fundamental, quantitative, and technical analysis to manage diversified portfolios.

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 in Marietta, GA, holding Series 63 and Series 65 registrations and having 22 years of industry experience. She has worked at SunTrust Advisory Services since 2014 and holds ongoing roles at SunTrust Investment Services and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting and utilizes AI-enabled tools alongside traditional research to support investment decisions.

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 having 14 years of industry experience. Her career includes roles at Agia, IFG Advisory (Strong Gaddy Lee Wealth Management), LPL Financial, and Arista Advisory Group. She is also appointed as an agent for non-securities insurance products with Agia. 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, utilizing centralized technology and model solutions to manage assets at scale.

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 with Osaic Advisory Services, LLC and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 45 years of industry experience, including 14 years at American Portfolios Financial Services, Inc. Davis serves on the board of directors for the Port St Lucie Downtown Lions Club and acts as an independent FINRA arbitrator. He also holds a passive ownership interest in a business producing dry soap towels. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and related services, utilizing multiple program models and a mix of proprietary and third-party platforms.

Justin Garofalo is a financial advisor at Principal Financial Services with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Mutual of Omaha and Bank of America. In addition to his advisory role, he manages Wilburbinx, LLC, an investment company involved in active management and trading of various securities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Stephen Komisar is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 designations and having 30 years of industry experience. He has been with Valic Financial Advisors since 1999 and also serves as an agent for Agia, focusing on 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, consulting, and brokerage services through its broker-dealer operations.

Brent Elliott is a financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including roles at Osaic, Triad Hybrid Solutions, Triad Advisors, Kestra Financial Services, and Green Valley Financial. Elliott manages his own financial services business through an LLC and operates as an insurance agent selling fixed insurance products. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, and nonprofit organizations. The firm provides investment management, financial planning, retirement consulting, and related services through multiple advisory programs, utilizing a blend of proprietary and third-party platforms.

Rodger Naugle III is a financial advisor at Valic Financial Advisors with three years of industry experience. He holds the Series 66 designation and has worked at Valic Financial Advisors since 2022. Outside of his advisory role, he is appointed as an agent to sell non-securities insurance products for AGIA. 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.

Gary Thrasher is a Series 66 registered advisor with 17 years of industry experience, currently serving at Valic Financial Advisors since 2015. He also holds a position with Agia, where he is involved in non-securities insurance products. Additionally, he owns timberland property in Franklin, Georgia. 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.

Hooman Omidpanah is a CFP® professional with 17 years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd and LPL Financial. He previously worked at Lincoln Financial Advisors Corporation for 18 years. Omidpanah holds the Series 63 designation and operates in Atlanta, GA. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a wide network of investment adviser representatives utilizing both proprietary and third-party strategies.

Peter Heidenreich is a CFP® professional with 19 years of industry experience, currently serving at Valic Financial Advisors. He has held roles at Agia, Valic Financial Advisors, Allstate Insurance Company, Verna Hills, LLC, and CWPH Consulting, LLC. He is also an agent at Agia, where he is involved in non-securities insurance products. Valic Financial Advisors, Inc. is a large SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm uses discretionary unified managed accounts with a technology-driven approach to portfolio management and financial planning.

Daniel Futral is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at OneAmerica Securities, NYLIFE Securities LLC, and New York Life Insurance Company. Before entering financial services, he served in law enforcement with the Sandy Springs and Woodstock Police Departments and was a member of the Army National Guard. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, serving approximately 127,213 clients with standardized model and platform services across its network of advisors.