Juliana Bilo is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and has worked at various Truist entities since 2018, including Truist Bank and Truist Investment Services. Prior to joining Truist, she worked at Macy for two years. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an inter-affiliate operating structure involving Truist’s affiliated broker-dealer and bank.

Nicholas Ruggiero is a financial advisor at Truist Advisory Services with three years of industry experience. He holds a Series 66 designation and has worked within various divisions of Truist as well as Regions Bank and Bankers Life. His previous experience includes roles outside of finance in construction services. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, and integrates inter-affiliate services including a broker-dealer and banking affiliates.

Jennifer Bachelor is a CFP® with 23 years of industry experience. She is currently with HB Wealth and previously worked at Homrich Berg, Compass Financial Consulting, LLC, and Henssler Financial. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a combined quantitative and qualitative investment approach across public and private strategies and offers discretionary portfolio management along with outsourced chief investment officer (OCIO) and institutional advisory services.

Shafi Q Ahmadi is a financial advisor with Truist Advisory Services, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Thrivent Financial, Georgia Financial Advisors, Crowe LLP, and Emory Alliance Credit Union. 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 combines discretionary and non-discretionary approaches supported by third-party platforms.

David Mays is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2021, following previous roles at SunTrust Advisory Services and related 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 and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Jeffrey Chasman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Truist Advisory Services and its predecessor firms since 2012. Outside of advisory work, he serves as CFO of Innovative Hitting, LLC, a company that develops and sells baseball and softball batting training aids. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools, with an operating structure integrated across affiliated broker-dealer and banking entities.

Wayne Moss is a Certified Financial Planner® (CFP®) with 22 years of industry experience. He is currently with HB Wealth in Alpharetta, GA, and previously worked at Homrich Berg for 13 years, Synovus Securities, Inc. for 2 years, and Creative Financial Group Ltd for 5 years. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm provides wealth management, investment management, and financial planning, employing a combined quantitative and qualitative investment process across a broad range of public and private strategies.

John Bochniak is a CFP® and Series 65 credentialed advisor with 23 years of industry experience. He is currently with HB Wealth in Alpharetta, GA, and previously worked for Homrich Berg for three years and Compass Financial Consulting, LLC for seventeen years. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm manages discretionary portfolios using a combination of quantitative and qualitative due diligence across a range of public and private investment strategies.

Yan Liu is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include work with LSPN Pro, LLC and Next Health Plan. Outside of his advisory work, he is involved with Maxicome, Inc., a cultural exchange company coordinating travel and educational arrangements for students and visitors between China and the U.S. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, catering to a range of investment program preferences.

Mitchell Mann is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wachovia Bank prior to joining Truist. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, providing asset allocation analysis, fiduciary support, and a manager‑selection program through both discretionary and non‑discretionary approaches.

Mehrnaz Mendoza is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 24 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and has significant experience in health insurance and financial education. Mendoza also serves as a referral partner for an estate planning software company, directing clients interested in estate planning to online resources. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party managed portfolios.

David Spinks is a financial advisor at First Citizens Investor Services, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at First Citizens Bank for eleven years. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities with advisory and brokerage services. The firm employs a client process focused on financial needs assessment and diversified investment allocation using fundamental, quantitative, and technical analysis.

B Mackie is a CFP®-certified financial advisor at Allworth Financial, L.P. with 23 years of industry experience. Prior to joining Allworth Financial in 2025, he held positions at Mariner Wealth Advisors, The Mather Group, Felton & Peel Wealth Management, Henssler Financial, and Truist Investment Services. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm employs a combined quantitative and qualitative investment approach, offering customized portfolio strategies and a range of financial planning and consulting services.

Edward Freeman is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with SunTrust Advisory Services and SunTrust Investment Services since 2018. Freeman also serves in the GA Army National Guard, with a service record spanning over three decades. Outside of advisory work, he has held a position as a service associate at Kroger since 1983. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and tools, to deliver portfolio management and fiduciary support.

Garrett Holcombe is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 credentials and has 16 years of industry experience. He has worked at LPL Financial for 10 years and has been with Independent Financial Partners since 2016. Outside of his advisory role, he serves on several nonprofit boards, including a foster care support organization, and is an ordained minister. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Kevin Kraus is a CFP® and Series 65 credentialed financial advisor with 25 years of industry experience. He currently works at HB Wealth and previously spent 19 years at Compass Financial Consulting, LLC, followed by three years at Homrich Berg. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm provides wealth management, investment management, and financial planning, employing a combination of quantitative and qualitative due diligence across public and private investment strategies.

Joel Harris is an investment advisor representative at NewEdge Advisors with 38 years of industry experience. He previously founded and led Harris Consulting and spent 18 years at Securities Services Network. In addition to his advisory role, he serves as President and CEO of Fort Harris Consulting. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers comprehensive portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing centralized due diligence and technology tools to support advisors and clients.

Timothy Skelton II is a CFP® and holds a Series 66 license with four years of experience in the financial industry. He is currently with Mariner Wealth Advisors and has previously worked at Bank of America, Merrill, and CAPTRUST among other firms. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers and provides specialized services such as ERISA 3(38) retirement plan solutions and integrated tax and accounting capabilities.

Daniel Forbes is a financial advisor at Centaurus Financial, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Hornor, Townsend & Kent, LLC, PNC Investments, and Triad Advisors, Inc. Outside of his advisory role, Forbes is involved in several apparel businesses partnering with his spouse and assists in decision-making for these ventures. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a range of investment strategies through its CLASSIC Plus platform, offering both discretionary and non-discretionary portfolio management along with specialized consulting and management services.

Jacob Godwin is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with Eagle Strategies since 2015 and has worked with Nylife Securities LLC and New York Life Insurance Company since 2008. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.