Dennis Kim is a financial advisor with Principal Financial Services, holding a Series 66 designation and one year of industry experience. Before entering the financial services field, he worked for 17 years at AHII Corporation dba Badcock Home Furniture & More. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Brian Neff is a Series 66-licensed financial advisor at Truist Advisory Services with 20 years of industry experience. He has been with Truist Advisory Services since 2016 and also works with Truist Investment Services. 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 a combination of discretionary and non-discretionary arrangements supported by third-party research and technology.

Brian Killory is a CFP® and CFA® with eight years of experience in the financial industry. He has worked at Truist Financial Corp since 2020 and previously spent eight years at SunTrust Bank Inc. He is based in Gainesville, GA, and holds the Series 66 license. 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 and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, to manage client portfolios and perform ongoing due diligence.

Robert Tudor III is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at LPL Financial, Concorde Asset Management, and Scottrade. Voya Financial Advisors, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement advisory services. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to manage mostly non-discretionary client accounts.

Christina Kramer is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. She has 22 years of industry experience, including prior roles at World Financial Group, Inc and Primerica Financial Services. In addition to advising clients, she may perform home office functions for other business units within Transamerica. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program choices.

Michael Moore is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Advisory Services Network, LLC, Precision Capital Management, and his own firm, Moore's Wealth Management. In addition to advising, he consults financial advisors on practice management and marketing through his firm Scott Moore Consulting LLC and serves as a marketing coach for financial advisors with the Financial Independence Group. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Jason Gay is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley, and Merrill. Outside of his advisory work, he is the sole member of a holding company focused on collector car restoration. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enabled research tools to support manager selection and oversight.

Curtis Collins is a financial advisor at Commonwealth Financial Network with 13 years of experience in the industry. He holds a Series 66 designation and has been associated with Commonwealth since 2013. Collins also operates Collins Wealth Management & Tax Strategies, a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services.

James Mirabile is a financial advisor at Equity Services, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Transamerica Financial Advisors, Inc. Outside of his advisory role, Mirabile is involved in several entrepreneurial ventures, including ownership and management roles in sporting goods retail and a unique service providing cuddling puppies to people in need. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a broad range of clients including individuals, corporations, trusts, and charitable organizations. The firm offers multiple advisory platforms that combine predominantly long-term investment strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Steven Smith is a financial advisor at Truist Advisory Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Truist and its predecessor firms since 2002. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research.

Jordan Maryanski is a financial advisor with Valic Financial Advisors in Gainesville, GA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Corebridge Financial, Fidelity Investments, Robinhood Financial, and E*Trade Securities. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and emphasizes scalable technology and model-driven investment solutions.

Maurice Dearth is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Money Concepts Capital since 2011 and also has long-term roles at Data-Source and as owner of Mosolutions LLC, a printing brokerage. Outside of financial advising, he works as a sales representative for Reynolds and Reynolds, focusing on printing services for automotive-related businesses. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers a variety of managed programs and account structures, utilizing model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis to guide investment decisions.

Joe Friend III is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory services, employing both discretionary and non-discretionary management approaches supported by in-house and external strategists.

Luis Kim is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously worked at Transamerica Financial Advisors, Inc. and FSC Securities Corporation. Luis is based in Buford, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary management strategies and integrates third-party platforms and AI-enabled tools to support its investment processes.

Dana Merritt is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has been with SunTrust Advisory Services and affiliated entities since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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 a structured supervisory oversight process.

Stephen Kelly is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked at Truist Advisory Services and related entities since 2003, with prior experience at Raymond James Financial Services. Outside of advisory work, he is involved in real estate investments focused on cash flow properties. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches, utilizing third-party platforms and manager selection programs to support its clients.

Cory Jobe is a financial advisor at Lincoln Investment with a Series 66 designation and one year of industry experience. His prior work experience includes roles at The Horace Mann Companies and Protolabs, Inc. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team.

Eric Owens is a financial advisor at SPC with 23 years of industry experience. He holds a Series 66 designation and has worked at SPC and its affiliated Sigma Financial Corporation since 2017. Prior to that, he was with ProEquities, Inc. from 2005 to 2017. Outside of his advisory work, Owens is also an attorney specializing in estate planning, Medicaid planning, and VA benefits, and he volunteers as a Court Appointed Special Advocate for children in foster care. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large network of advisors and maintains strategic partnerships with broker-dealers and insurance agencies.

Alicia Bain is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Empower, she worked at Morgan Stanley and E*TRADE Securities. Outside of financial services, Alicia owns and operates Elevated Opulence Black Car Service, a non-investment related transportation business providing limousine services during evenings and weekends. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm emphasizes integrated financial planning linked to Empower’s administrative platforms, focusing on long-term portfolio returns and client savings rates rather than short-term forecasts.

Roger Sulhoff is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameriprise since 2019, previously serving at The Strategic Financial Alliance, Inc. and Private Client Advisory, Inc. Outside of his advisory work, he manages a sailboat charter business through a professional management company and is involved in personal estate planning activities. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.