Sean Flynn is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 licenses and has 12 years of industry experience. He has previously worked at Charles Schwab, Raymond James Financial Services Advisors, and Boston Harbor Wealth Advisors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools, with advisors recommending investments while clients retain final trading decisions.

Natalie Perdomo is a financial advisor at Hightower Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hightower since 2017, following prior roles at SunTrust Advisory Services and SunTrust Investment Services. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers multi-manager solutions through affiliated and third-party managers, utilizing proprietary research and a range of investment vehicles such as mutual funds, ETFs, and alternatives.

Bianca Lohman is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 designations. She has 25 years of industry experience, including roles at SunTrust Advisory Services since 2016 and SunTrust Securities, Inc. since 2004. Outside of finance, Lohman works as a group fitness instructor at OneLife Fitness. 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, supported by AI-enabled research tools and integrated inter-affiliate services.

Joseph Ridling is a financial advisor at Transamerica Financial Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Transamerica since 2012. In addition to his advisory role, he is involved with Virtual Properties.biz, a business focused on buying, selling, and showing real estate. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary model portfolios and third-party managers with discretionary and non-discretionary program options.

Richard Austin is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior work includes roles at Merrill and Wells Fargo, as well as extensive tenure with various SunTrust entities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research tools and an integrated inter-affiliate operating model.

Samuel Davis is a financial advisor at Brookstone Capital Management LLC in Alpharetta, GA, holding a Series 65 designation with two years of industry experience. His prior work experience includes roles at AmeriLife, Salem Media Group, Orlando Magic, and Kansas Athletics. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and a range of investment strategies, including ETFs, mutual funds, individual securities, options-enhanced strategies, and proprietary funds, while also serving as a sub-advisor to other advisory programs.

Shu Wang is a financial advisor with Eagle Strategies (NY Life) based in Alpharetta, GA, holding the ChFC® designation and Series 63 license. He has 18 years of industry experience and has been affiliated with New York Life Insurance Co. and Nylife Securities, Inc. since 2006. Wang also acts as an insurance broker for non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Christopher Whetten is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 65 and Series 63 licenses and having 11 years of industry experience. His work history includes roles with World Financial Group, Inc., Wealthwave, Unicity International Inc., and Net Law. Outside of his advisory work, he is involved in sales of health supplements through Unicity International and provides estate planning referrals via Net Law. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers fee-based advisory programs and commission-based products, delivering advice through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Puneet Seth is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with New York Life and affiliated firms since 2000. Outside of his advisory role, Seth is involved in managing several rental properties and passive investments in real estate and startup ventures. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored advice delivered through various program types and manages the majority of its assets on a non-discretionary basis within the New York Life affiliate structure.

Fadette Colin is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 14 years of industry experience. In addition to her advisory role, she is actively involved in artistic endeavors, launching a recording career under the name Ms.Wololoy and operating a print-on-demand retail store. She also manages real estate activities through her companies Compile LLC and Compile GA LLC. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm uses model portfolios and third-party managers to implement investment strategies, offering multiple advisory programs and an integrated retirement plan ecosystem.

Adam Tolliver is a financial advisor with Eagle Strategies (NY Life) based in Alpharetta, GA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked with Eagle Strategies since 2019 and has been affiliated with New York Life entities since 2016. Tolliver serves as a board member for the proposed Atlanta SMART Academy, a charter school for middle school students. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, including fee-based hourly advice, co-advisory relationships, and advisory services connected to insurance and annuity products.

Jesus Osorio Martinez is a financial advisor at Transamerica Retirement Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Wells Fargo and JP Morgan Chase. Since 2022, he has been with Transamerica Life Insurance Company and Transamerica Investors Securities Corporation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services. Their approach integrates portfolio construction and oversight from Morningstar Investment Management to offer personalized allocations and guidance focused on retirement planning.

Alok Kataria is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses. He has been with Transamerica and Wfgia since 2025 and has no prior industry experience. Outside of his advisory role, he is the CEO of Georgia Camps LLC, a kids' summer camp business he has managed since 2018. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm uses model portfolios and third-party managers to implement its advisory services and operates an integrated retirement plan ecosystem through affiliated entities.

Sarojakanta Panda is a financial advisor at Transamerica Financial Advisors with 8 years of industry experience. He holds Series 66 and Series 63 credentials and has prior work experience spanning property and casualty insurance, health insurance, telecommunications, and real estate. In addition to his advisory role, he is involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through a variety of proprietary and third-party investment programs, offering discretionary and non-discretionary management options.

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 experience includes roles at Morgan Stanley, SunTrust, BB&T Securities, and self-employment in financial services. He is a long-time board member of Kingdom Global Ministries, a nonprofit focused on equipping pastors worldwide. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under varying 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.

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.