Manuel Carvallo is a financial advisor with Money Concepts Capital Corp who holds a Series 66 designation and has 17 years of industry experience. He has been with Money Concepts Capital Corp since 2014 and also serves as CEO of Hispanic Wealth, LLC, where he creates culturally-competent educational content and provides actuarial consulting. Carvallo is a board member of the New Generations Foundation and is involved in actuarial consulting and education through Retire Friday, LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and investment strategies, combining model portfolios and third-party sub-advisers to manage approximately $3.33 billion across 14,700 clients.

Karen Wintering is a financial advisor at Truist Advisory Services with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked within the Truist organization and its predecessors since 2008. 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, participant advice, and a manager-selection program that combines discretionary and non-discretionary management through third-party relationships.

Justin Bradford is a CFP® professional with 23 years of industry experience. He currently serves as an advisor at NewEdge Advisors and has previously worked at LPL Financial, Independent Advisor Alliance, and Robert W. Baird & Co. Outside of his advisory role, he is involved in managing Castle Wealth Partners, a registered investment advisor DBA for his LPL business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, utilizing various program structures and technology tools to support advisor and client needs.

Natalie Perdomo is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Hightower Advisors since 2017 and previously at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

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.

Richard Austin is a financial advisor with Truist Advisory Services in Alpharetta, GA. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. His prior experience includes roles at Merrill and multiple SunTrust entities. 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 a manager-selection program that integrates discretionary and non-discretionary strategies supported by AI-enabled research and inter-affiliate resources.

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.

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.

Leana D'aloisio is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with LPL Financial since 2012 and has been with Independent Advisor Alliance since 2019. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary portfolio management, utilizing various strategies and technology platforms to support its services.

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.

Sarojakanta Panda is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience in property and casualty insurance, health insurance, and telecommunications with AT&T Inc. Outside of his advisory role, he is involved in technical consultancy related to network architecture. 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 both advisory and broker-dealer services, employing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Joseph Sicchitano is a CFP® credentialed financial advisor with 31 years of industry experience. He is currently with Principal Financial Services and has previous experience at firms including Morgan Stanley, SunTrust, and TIAA-CREF. He serves as a long-time board member of Kingdom Global Ministries, a nonprofit focused on supporting pastors worldwide. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

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.

Jared Kale is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Mariner. He worked at Wells Fargo Advisors Financial Network LLC for 14 years before joining Mariner in 2023. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides integrated tax and accounting services alongside traditional portfolio management.

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.