Felipe Rivas is a financial advisor at Principal Financial Services with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at ADP, Inc., Capital Analytics Associates, and The Miami Times. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Daniel Bergan is a CFP® with 15 years of industry experience, currently affiliated with Integrity Alliance, LLC. His prior experience includes roles at Lion Street Financial, Paradigm Gilbert, The Ayco Company, and Lincoln Financial Distributors among others. Outside of advising, he works as a functional performance trainer. Integrity Alliance is a large advisor network serving individual investors, corporations, and retirement plans, managing approximately $5.4 billion in client assets through a range of advisory and brokerage services. The firm employs various investment approaches and offers portfolio management, financial planning, and third-party manager referrals.

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 20 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing and Wachovia Bank. Outside of her advisory work, 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, delivering services through integrated platforms that include point-in-time financial plans and optional managed account solutions.

Erica Dunbar is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at Sage Point Financial, Questar Capital Corporation, and Integrity Alliance, LLC. Outside of her advisory work, she serves as a co-leader of a Girl Scouts Junior troop and is secretary of the PTO board at Sandhills Theater Arts & Renaissance School. Osaic Advisory Services is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension plans, corporations, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, combining fundamental and technical analysis with platform integrations to support a broad set of strategies.

John Hachey is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, Wells Fargo Clearing, Santander Securities LLC, and LPL Financial. He also operates Hachey Wealth Management, LLC, and occasionally assists clients with fixed life insurance options. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of programs and services utilizing fundamental and technical analysis, tactical trading, and access to alternative investments, supported by platform relationships and affiliated managers.

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 financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Merrill and Sequent Planning, LLC. Outside of her advisory work, she is the owner of INFINITY M CONSULTING LLC, an LLC established for real estate investment purposes. 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 AI-enabled research tools and integrated inter-affiliate services.

Dennis Young is a financial advisor at First Citizens Investor Services, Inc. based in Atlanta, GA, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Truist Advisory Services and SunTrust Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a client process focused on assessing financial needs and risk tolerance, using fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes.

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 in Atlanta, GA, holding Series 63 and Series 65 licenses and four years of industry experience. She has been with Truist Advisory Services and its affiliated entities since 2022. 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 inter-affiliate integration to deliver its AMC Advantage manager-selection program.

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.

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 designation and over 23 years of industry experience. His background includes roles at Triad Hybrid Solutions, Triad Advisors, Voya Financial Advisors, and ownership positions in Frierson Capital Management and Frierson Financials, LLC. Outside of advisory work, he serves as a board member of the South Carolina Governor's Cup Billfishing Series, an organization promoting marine conservation and tourism. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, utilizing fundamental and technical analysis, tactical trading, and structured products, supported by platform relationships and affiliated managers.

Velena Berny is a CFP® with two years of experience currently with Truist Advisory Services. She has been associated with Truist Bank since 1997 and holds the Series 63 designation. Her background includes roles within Truist’s affiliated entities since 2024. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients. The firm combines discretionary manager relationships with consulting services and utilizes both AI-enabled research tools and supervisory oversight in its investment approach.

Joseph Baigas IV is a Series 66 licensed financial advisor with 17 years of industry experience, currently affiliated with Truist Advisory Services since 2021. His career includes roles at Bb&T Securities, Scott & Stringfellow, and Morgan Stanley. Based in Atlanta, GA, he has worked across multiple firms within the Truist enterprise. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and integrated inter-affiliate service arrangements.

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.