Lyndsay Kim is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Triad Advisors, Inc. and currently serves at both Alera Investment Advisors and OSAIC. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, institutions, and retirement plans. The firm utilizes a combination of internal management, affiliate platforms, and independent managers to construct portfolios focused on mutual funds, ETFs, equities, and fixed income with a long-term investment orientation.

Zachary Gerrells is a financial advisor at Blackridge Asset Management, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Peak Brokerage Services. Outside of advising, he is involved in tax services through his ownership of Gerrells CPA, LLC and has other business interests including ownership in Affirm Financial Partners LLC and a role as an agent with Financial Independence Group. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm uses model-based portfolio management through an affiliated turnkey asset management platform and offers access to third-party money managers alongside estate-planning support.

Timothy Garber is a financial advisor with United Advisor Group, holding a Series 66 designation and bringing 25 years of industry experience. He previously spent 19 years with Stifel Independent Advisors, LLC. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

Eric Scoggins is a CFP® with 13 years of industry experience, currently serving as an advisor at First Advisors National, LLC since 2015. He also owns and operates ETS Financial Insurance Services, providing insurance and annuities in Hoschton, GA. First Advisors National manages discretionary assets for individual and high-net-worth clients, focusing on selecting and monitoring third-party money managers while supplementing with fundamental analysis of individual securities. The firm offers investment management, retirement plan consulting, and uses the Pontera platform for retirement savings aggregation when clients opt in.

David Dodson is a ChFC® credentialed financial advisor with 31 years of industry experience. He is currently associated with International Assets Investment Management, LLC and Global Assets Advisory, LLC, and has previously held positions at JPMorgan Chase Bank NA, JPMorgan Securities LLC, and Morgan Stanley. Dodson is also the founder and managing member of G2 Rampart Consulting, LLC, a private label entity for financial business. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, and corporations through a nationwide network of independent investment adviser representatives. The firm offers customized, long-term portfolio management and financial planning, often utilizing mutual funds, ETFs, equities, fixed income, and third-party money managers.

Hugh Stallworth is a Series 65 licensed financial advisor with 13 years of industry experience. He has worked at Virtue Capital Management, LLC since 2020 and previously spent four years at Retirement Wealth Advisors. Stallworth is also the owner and agent of Insurance Brokerage Services, DBA Retirement Design Solutions, where he has managed annuity and life insurance sales since 1997. Virtue Capital Management, LLC is an SEC-registered enterprise adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm uses a combination of active tactical, strategic, and dynamic strategies alongside quantitative analysis and third-party manager selection to tailor portfolios to clients' objectives and risk tolerances.

Timothy Bush is a financial advisor at Tucker Asset Management LLC with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Tucker Asset Management since 2017. Outside of advisory work, he owns and manages a tree farm and serves on the board of the Donalsonville/Seminole County Chamber of Commerce. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory through a team of independent investment adviser representatives. The firm uses a top-down, macroeconomic asset-allocation approach and offers access to alternative investments, including private and non-liquid opportunities.

Timothy Duffy is a financial advisor at Capital Analysts with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2017, following 16 years at Legend Equities Corporation. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with support from an in-house Investment Management & Research team and provides various advisory services through wrap programs, custom portfolios, and third-party managers.

Michael Collins is a CFP® professional with 17 years of industry experience, currently serving at Bankers Life Advisory Services, Inc. since 2016. His background includes work with affiliated entities such as Bankers Life Securities and Bankers Life & Casualty. He also works as an insurance agent and utilizes life insurance products for legacy planning with high-net-worth clients. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and offers both wrap and non-wrap investment programs.

Melanie Hill is a financial advisor with Truist Advisory Services in Gainesville, GA, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at BB&T and its affiliated entities from 2011 through their integration into Truist, where she has been since 2017. Hill is also a sustaining member of the Junior League of Hall County, participating as a volunteer in local community events. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager-selection programs implemented through a combination of discretionary and non-discretionary approaches.

Natalia Korop is a financial advisor at Truist Advisory Services with 16 years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Her current roles have included positions at both Truist Advisory Services and Truist Investment Services since 2021. 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 AI-enabled research tools.

Keith Morgan is a financial advisor at Steward Partners Investment Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within the Steward Partners network since 2010, including Steward Partners Investment Solutions, LLC and Steward Partners Global Advisory, LLC. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, financial planning, and managed account services through both proprietary and third-party portfolio management solutions.

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. He holds Series 63 and Series 66 credentials and has 14 years of industry experience. His prior experience includes roles at LPL Financial, Concorde Asset Management, and Scottrade. Voya Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and third-party money manager access, with a focus on recommendation-based advisory relationships.

Fred Van Dyck is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 13 years of industry experience. He has been with Bankers Life Advisory Services since 2017 and has worked with Bankers Life and Casualty since 2004, where he also serves as an insurance agent. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a mix of analytical approaches to security selection and portfolio management.

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. He has worked at Truist Advisory Services and Truist Investment Services since 2021 and has been with Morgan Stanley and Morgan Stanley Private Bank since 2014. Outside of his advisory work, he is the sole member of MODERN 12 CUSTOMS LLC, a holding company focused on collector cars and restoration. 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 with non-discretionary consulting and leverages third-party platforms and AI-enabled research tools to support its investment process.