Dale Conlan is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2014. Outside of his advisory role, Conlan serves as a tour guide for Water Tower Tours, leading tours of TV and movie filming locations in Senoia, 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, fiduciary support, and a manager-selection program, utilizing a blend of discretionary and non-discretionary solutions supported by third-party platforms and AI-enhanced research tools.

Theophilus Asante is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. He has a background with Truist, having worked across Truist Bank, Truist Investment Services, and Truist Advisory Services since 2016. Outside of his advisory role, he serves as a signer for Lynks Consultium LLC, a hair braiding salon in Villa Rica, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, 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 approaches supported by third-party platforms and an Equity Research team using AI-enabled tools.

Jennifer Kross is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds a Series 66 designation and has worked at Parliament Wealth since 2026. Prior to that, she was affiliated with Commonwealth Financial Network and Dunlap & Associates Wealth Management from 2013 to 2026. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, compliance, and operational support, with discretionary portfolio management and a variety of program structures designed to meet diverse client needs.

Bryan Johnson is a financial advisor with Commonwealth Financial Network in Peachtree City, GA, holding a Series 66 designation and 13 years of industry experience. His previous roles include positions at Morgan Stanley Private Bank, Wells Fargo Clearing, and Dunlap & Associates Wealth Management. Outside of advisory work, he is the owner of Augusta Dream Homes, LLC, a real estate management company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Ryan Herbin is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at PNC Investments since 2017, including a prior role at Edward Jones from 2015 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available as an invitation-only pilot for employees. The firm uses algorithmic questionnaires to recommend investment strategies implemented via approved model portfolios managed by PNC or third-party strategists.

Alyson Mcghee is a financial advisor with PNC Wealth Management in Newnan, GA, holding a Series 66 designation and 13 years of industry experience. She has worked with PNC Investments since 2013 and spent four years at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party managed model strategies.

David Justice is a financial advisor at Guardian Life with 29 years of industry experience and holds Series 63 and Series 65 credentials. He has worked with Guardian Life and Park Avenue Securities since 2016. Outside of his advisory role, he is involved in selling AFLAC worksite voluntary benefits under a broker sales contract. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and retirement plan consulting. The firm offers a variety of advisory programs, including discretionary and non-discretionary portfolios managed internally and by third parties.

Michael Heath is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His career includes roles at Steward Partners and Raymond James, among others. Steward Partners Investment Advisory, LLC is an SEC-registered firm managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both Steward Partners-branded solutions and third-party money managers.

Eric Berry is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds Series 63 and Series 66 licenses. His previous roles include positions at Prudential, Fidelity, and TIAA. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans alongside optional managed account solutions.

William Mcgough is a CFA® charterholder with 16 years of industry experience. He is currently a financial advisor at Prime Capital Financial and has held roles at Stadion Money Management and Benetic, Inc. He is also involved with Evolve Analytics, a consulting practice focused on capital markets and asset management strategy. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, utilizing a mix of discretionary and non-discretionary investment strategies.

Travis Wells is a financial advisor at Money Concepts Capital Corp with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Money Concepts Capital Corp since 2016. Outside of his advisory role, he teaches free resume and LinkedIn classes for job seekers at a local church and serves as secretary of the Fayetteville Rotary Club. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and combines model portfolios, internally designed strategies, and third-party sub-advisers to manage approximately $3.33 billion for around 14,700 clients.

Olivia Ravenscroft is a financial advisor with Truist Advisory Services in Newnan, GA, holding Series 63 and Series 66 credentials and having eight years of industry experience. Her prior work includes roles at Wells Fargo and PNC Bank. 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, using third-party platforms and AI-enabled research tools to support investment decisions.

Richard Baldwin is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 credentials. He has experience at First Command in advisory, insurance, and brokerage roles since 2026, and has worked in real estate and printing and design ventures. Baldwin also served five years in the United States Marine Corps and worked with USDA Rural Development. First Command Advisory Services, Inc. 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 multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers using model portfolios and third-party managers selected from approved lists.

Chris Breeden is a financial advisor at Integrity Alliance, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Securities Corporation and Bankers Life. Outside of advisory services, he owns Breeden & Associates Tax and Business Services, LLC, providing tax planning and preparation, and is also an agent for American Senior Benefits, offering fixed insurance products. Integrity Alliance serves a broad range of clients, including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in assets through a large network of over 300 advisors. The firm offers diversified investment solutions, including discretionary accounts, model portfolios, and third-party manager referrals, with a blend of strategic, tactical, and adaptive allocation approaches.

Calvin Ward is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Truist Advisory Services and has held prior roles at SunTrust Investment Services, BB&T, and Wells Fargo Advisors. Outside of his advisory work, Ward serves on the boards of The Scholarship Academy and Voices for Georgia's Children, both nonprofit organizations focused on education and child advocacy. 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 and non-discretionary strategies and integrates third-party manager relationships supported by AI-enhanced research and supervisory oversight.

Christian Laase is a CFP® with 24 years of industry experience, currently affiliated with Integrity Alliance, LLC. His prior roles include positions at Brokers International Financial Services, Lincoln Financial Securities Corporation, and Bankers Life, where he worked for over a decade. Outside of advisory work, Laase serves as a District Branch Manager for American Senior Benefits, recruiting and training insurance agents and financial advisors. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm offers a range of services including portfolio management, financial planning, and third-party manager referrals, operating through an extensive network of independent advisors managing approximately $5.4 billion in assets.

Renee Serenci is a CFP® professional affiliated with Commonwealth Financial Network, with 16 years of industry experience. She has worked at Commonwealth Financial Network since 2015 and is currently the owner of Parliament Wealth, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Jared Breeden is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and Pactiv Evergreen, as well as military service in the United States Army. Additionally, he is involved as a fixed insurance agent with American Senior Benefits, focusing on Medicare supplements. Integrity Alliance, LLC is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm provides advisory and brokerage services to a diverse client base, offering portfolio management, financial planning, and access to third-party managers, with a range of investment approaches and operational features including dual registration and affiliated insurance distribution.

Sydnee Scruggs is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley. Sydnee is based in Atlanta, GA. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations to deliver a broad range of services.

David Casey is a CFP® professional with 32 years of experience in the financial services industry. He has worked at LPL Financial since 2015 and previously spent 13 years at Wells Fargo Clearing. In addition to his advisory role, he serves as an officer in the Georgia Army National Guard. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by extensive operational and research tools.