Sheryl Hines is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. Her career includes roles at Truist Investment Services, BB&T Securities, and SunTrust Investment Services. 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.

Kristol Luke is a financial advisor with Truist Advisory Services in Smyrna, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining Truist in 2023, he worked at Raymond James & Associates for six years. He is also a commissioned Notary Public in Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program implemented through a mix of discretionary and non-discretionary relationships, supported by third-party platforms and AI-enhanced research.

Paul Cimino is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Prudential Investment Management Services, Voya Investment Management, and TIAA-CREF. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Alexx Franklin is a financial advisor at First Command Advisory Services with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Edward Jones. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and manage model portfolios and third-party managers.

Inka Ashley Lassen is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked at Transamerica Retirement Solutions and Transamerica Investors Securities Corporation since 2018, with prior roles at SunTrust Advisory Services and SunTrust Investment Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with a large client base and focuses primarily on non-discretionary asset management rather than high-net-worth or standalone financial planning.

Mignon Payne is a CFP®-certified financial advisor with 24 years of industry experience, currently with Transamerica Retirement Advisors, LLC. She has worked with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2013. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that offer managed advice, portfolio recommendations, and investment education. The firm uses Morningstar Investment Management’s proprietary tools and model portfolios to provide personalized asset allocation and retirement guidance.

Peter Protos is a CFP® and Series 66-registered advisor with Truist Advisory Services in Atlanta, GA. He has 23 years of industry experience, including roles at SunTrust Advisory Services since 2016 and SunTrust Securities since 2002. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a blend of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and is distinguished by its inter-affiliate integration and related operating requirements.

Barbara Million is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She previously worked at Triad Advisors, Inc. and Triad Hybrid Solutions, LLC. Million is also the owner and principal of Empower Wealth Management, an independent wealth management and financial planning firm based in Knoxville, Tennessee. OSAIC Advisory Services, LLC is an SEC-registered investment adviser that serves a broad client base, including high-net-worth 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 a blend of proprietary and third-party platforms.

Scott Suarez is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds the Series 66 designation and has worked extensively with Truist and its predecessor entities since 2006. Suarez’s career includes roles at BB&T Bank, BB&T Investments, and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and an integrated inter-affiliate operating structure.

Milton Smith Jr. is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with SunTrust Advisory Services and SunTrust Investment Services Inc. since 2016. He is based in Atlanta, GA. 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 and investment policy analysis, fiduciary support, and a manager-selection program that utilizes both discretionary and non-discretionary approaches, supported by third-party platform and manager arrangements.

Stephen Guy is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2015. Outside of finance, he operates a commercial photography business as a sole proprietor. 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, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary strategies with oversight from its Equity Research and Investment Advisory teams.

Connie Stein Neff is a financial advisor with OSAIC Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She previously worked at American Portfolios Financial Services, Inc. for 17 years before joining OSAIC in 2024. Outside of her advisory role, she has worked as a sales associate managing clearance merchandise for a retail store. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and platforms to meet diverse client needs.

Dylan Kase is a CFA® charterholder and holds a Series 65 license, with eight years of experience in the financial services industry. He has worked at Truist Advisory Services since 2018 and was previously with Loomis Sayles & Company from 2015 to 2018. Kase serves on the board of the Georgia Tech Student Foundation Accel, where he mentors undergraduate students preparing for careers in financial services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary management strategies supported by third-party platforms and incorporates AI-enabled research tools in its investment process.

Willard Tuck is a financial advisor at Valic Financial Advisors with eight years of industry experience and holds the Series 66 designation. His prior roles include positions at Agia and Limestone Valley RC&D. He serves on the boards of nonprofit organizations focused on community support and disability services. Valic Financial Advisors is a large SEC-registered investment adviser serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a network of over 1,200 advisors, using centralized technology and model-based investment solutions.

Oluwa Raines is a financial advisor at Truist Advisory Services with 16 years of industry experience. He holds the Series 66 designation and has been with Suntrust Advisory Services and Suntrust Investment Services since 2016. Prior to that, he worked at Acceptance Auto Insurance. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and a manager-selection program through third-party relationships. The firm combines discretionary and non-discretionary approaches and leverages AI-enabled research tools and inter-affiliate service arrangements.

Michael Leibig is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with Principal Life Insurance Co. since 2017 and Principal Securities Inc. since 2016, following a prior role at Principal Financial from 2012 to 2017. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Wade White is a CFA® charterholder based in Atlanta, GA, with nine years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has been with SunTrust Bank since 1997. He is affiliated with Truist Advisory Services, an enterprise firm serving individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. Truist Advisory Services offers investment consulting and advisory services including asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting.

Sarah Welch is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 66, Series 63, and Series 65 credentials and 17 years of industry experience. She has held various roles within Truist and its predecessor entities since 2017. Outside of her advisory work, Welch serves as Director of Regional Sales for Blue Chip Green Cleaning and is president of Roadmap Publishing, a venture focused on writing and publishing books. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager‑selection programs implemented through a combination of discretionary and non‑discretionary approaches supported by integrated inter‑affiliate platforms.

Suhyoung An is a financial advisor at Principal Financial Services with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at New York Life Insurance Company and NYLife Securities LLC for a decade. His current role includes sales of fixed annuities, life insurance, disability insurance, and long-term care products through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, 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 solutions, with investment implementation typically managed on a discretionary basis by these third parties.

Julien Colon is a financial advisor with Bankers Life Advisory Services, Inc. and holds a Series 66 designation. He has one year of industry experience and has held positions at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty. Outside of advisory services, he manages a team of agents providing insurance solutions tailored to retirees, including Medicare supplements and long-term care insurance. Bankers Life Advisory Services, Inc. offers discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.