Daniel Bergan is a CFP® professional with 15 years of industry experience, currently serving at Integrity Alliance, LLC. His prior roles include positions at Lion Street Financial, Paradigm Gilbert, The AYCO Company, L.P./Mercer Allied, and Merrill. Outside of his advisory work, he is involved in functional performance training as a trainer. Integrity Alliance, LLC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

Sierra Ordonez is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining Truist Investment Services in 2018, she worked at E*TRADE Securities LLC and AT&T Digital Life. Outside of her advisory role, she is the owner of Cici Cherie Hair LLC, a business providing hair products. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a blend of discretionary and non-discretionary management, supported by third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate service arrangements.

Christian Beyers is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and with 20 years of industry experience. He has worked with SunTrust Advisory Services and SunTrust Investment Services for two decades and has been associated with SunTrust Bank since 1988. 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 a multi-affiliate structure.

Jacob Russell is a financial advisor with Valic Financial Advisors in Atlanta, GA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Valic, he worked at Revive25 LLC and has experience in roles outside of finance, including at Jimmy Johns and Kennesaw State University. He is also 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, wrap programs, financial planning, and brokerage services through its broker-dealer operations.

Tamika Reid is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wachovia Bank. Outside of her advisory role, she owns and operates a balloon service business through Latice Designs, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and certain retail brokerage account holders. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing.

Erica Dunbar is a financial advisor at Osaic Advisory Services, LLC with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Sage Point Financial and Questar Capital Corporation. Outside of her advisory role, she serves as a co-leader of a Junior Girl Scout troop and as secretary on a local school PTO board. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides investment management and financial planning through multiple program models, utilizing platforms such as Envestnet and Ladenburg Thalmann Asset Management.

John Hachey is a financial advisor at OSAIC Advisory Services, LLC with 24 years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, and Wells Fargo Advisors. He is also involved with Hachey Wealth Management, LLC, where he provides investment advice and financial planning, and occasionally assists clients with fixed life insurance products. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement consulting, and third-party manager oversight, utilizing multiple program models and custodial arrangements primarily with Schwab and Fidelity.

Samuel Adams is a Series 65-licensed financial advisor with CIBC Private Wealth Advisors, Inc. in Atlanta, GA. He has three years of industry experience and has been with CIBC Private Wealth Management since 2014. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a structured investment process involving internal teams and committees to design customized portfolios and managed programs, combining proprietary and external strategies.

Lorena Kanani is a Series 66-credentialed financial advisor with two years of industry experience. She currently works at Truist Advisory Services and Truist Investment Services, having previously been with Merrill and Sequent Planning. Kanani is the owner of Infinity M Consulting LLC, an entity established for real estate purchases, although no transactions have yet occurred. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager-selection programs. The firm uses a combination of discretionary and non-discretionary approaches and integrates affiliate services through broker-dealer and banking relationships.

Dennis Young is a financial advisor at First Citizens Investor Services, Inc. based in Atlanta, GA, holding Series 63 and Series 66 licenses with 15 years of industry experience. His prior roles include positions at Truist Advisory Services and SunTrust Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm employs fundamental, quantitative, and technical analysis to manage portfolios through various programs and platforms, focusing primarily on non-discretionary client arrangements.

Everett Hunter is a CFP® professional with 25 years of industry experience, currently affiliated with Truist Advisory Services in Atlanta, GA. His prior experience includes roles at PNC Investments and various SunTrust and Truist 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, plan sponsor fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary strategies with integrated inter-affiliate resources.

Paige Allen is a financial advisor with Truist Advisory Services based in Atlanta, GA, holding Series 63 and Series 65 designations and three years of industry experience. Her career includes multiple roles within Truist entities since 2021 and prior work experience in different sectors including student engagements and the automotive industry. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research.

Thomas Toman is a financial advisor with Truist Advisory Services, holding a Series 65 designation and eight years of industry experience. He previously worked at LCG Associated, Inc. from 2011 to 2017 before joining Suntrust Advisory Services, Inc. in 2017. 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 offers asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Pamela Middleton is a ChFC® credentialed financial advisor with Lincoln Investment in Atlanta, GA, with 43 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1996 and also has a longstanding role at Banks, Jackson & Middleton Inc. Outside of her advisory work, she provides income tax preparation services and serves as an executor and trustee, as well as a guardian for a family member. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and participants in 403(b) and 457(b) plans. The firm employs both strategic and dynamic investment approaches, managing a combination of in-house and third-party strategies across discretionary and non-discretionary programs.

Jana Burke is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include seven years at Stephens Inc and concurrent positions at Independent Advisor Alliance and LPL Financial since 2021. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting with a blend of discretionary and non-discretionary portfolio management supported by various analytical techniques and technology platforms.

Wesley Frierson is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 66 credential and bringing 23 years of industry experience. His prior roles include positions at Triad Advisors, Voya Financial Advisors, and ownership of Frierson Capital Management and Frierson Financials, LLC. Outside of advisory services, he serves as a board member for the South Carolina Governor’s Cup Billfishing Series, an organization focused on promoting billfish tournaments, tourism, and marine conservation. OSAIC Advisory Services, LLC is an SEC‑registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory solutions through multiple program models and utilizing both proprietary and third-party platforms.

Velena Berny is a CFP® certificant with Series 63 registration, currently serving as a financial advisor at Truist Advisory Services. She has over one year of experience in the financial industry and has been affiliated with Truist Bank since 1997. Truist Advisory Services provides investment consulting and advisory solutions to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting and employs AI-enabled tools and inter-affiliate resources to support its manager selection and oversight processes.

Joseph Baigas IV is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 16 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021 and has prior experience with Bb&T Securities, LLC and Scott & Stringfellow. 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, utilizing advanced tools such as AI-enabled equity research to support its investment approach.

Marcus Theriault is a CFP® with 14 years of industry experience, currently serving at Truist Advisory Services. He has worked at SunTrust Advisory Services since 2019 and SunTrust Bank since 2017, with prior experience at Genspring Family Offices from 2013 to 2017. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Duncan Edwards is a CFP® professional with 4 years of industry experience based in Atlanta, GA. He has worked at CIBC Private Wealth Advisors, Inc. for 19 years. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to create customized portfolios, utilizing both proprietary and external strategies, and manages approximately $67.8 billion in assets.