Keith Eason is a CFP®-credentialed financial advisor with 18 years of industry experience. He is currently with Valic Financial Advisors in Atlanta, GA, where he has worked since 2014, and also holds a role with Agia involving non-securities insurance products. Prior to Valic, he was associated with Pro Labor Services starting in 2013. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Christopher Conrod is a financial advisor at Truist Advisory Services with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Truist Investment Advisory Services, Truist Investment Services, Truist Bank, Orchestrate Experience LLC, and the University of 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, investment policy analysis, fiduciary support, and manager-selection programs, implementing advice through a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

George Bellucci is a CFP® certificant with 31 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at American Portfolios Financial Services, Inc., Hartford Equity Sales Company Inc., and Phoenix Home Life. Bellucci is also president of Bellucci Insurance Brokerage, a sole proprietorship focused on casualty and property insurance sales. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager selection, utilizing multiple program models and a combination of proprietary and third-party platforms.

Ariel Gibson is a Series 66-licensed financial advisor with seven years of industry experience currently serving at Valic Financial Advisors. Prior to joining Valic, Gibson worked at Edward Jones and Jason Riner State Farm. Outside of financial advising, Gibson has been a consultant for Pampered Chef, selling kitchenware products. Valic Financial Advisors primarily serves individual investors in the U.S., including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

David Ladd is a financial advisor with Truist Advisory Services, holding a Series 66 license and 21 years of industry experience. He has worked at various Truist-affiliated entities since 2015, including Truist Investment Services and SunTrust Advisory Services. 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, using a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Horace Johnson III is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 11 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining Truist in 2022. Outside of his advisory role, Johnson serves as a board member of the Arts Association of Newton County, a nonprofit organization focused on promoting dance, music, and visual arts. 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 utilizes AI-enabled research tools and inter-affiliate resources to support its investment and manager selection processes.

Robert Garrett is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked with Truist Advisory Services and its predecessor entities since 2014. Outside of his advisory role, he owns and operates a part-time lawn maintenance business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.

Cary Sheppard is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Valic Financial Advisors since 1999 and also works with Agia as an agent. Outside of his advisory role, he is involved in managing several rental properties in Florida and Alabama with his wife. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and supporting a large client base through its extensive advisor network.

Jacob Onufrock is a financial advisor with Truist Advisory Services, holding a Series 65 credential and beginning his advisory career in 2026. Prior to joining Truist, he worked at Blue Trust and OTR Solutions and has six years of experience in the food service industry at Chick-Fil-A. 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, plan sponsor fiduciary support, participant advice, and a manager-selection program through its AMC Advantage platform.

John Ratchford is a CFP® professional with 17 years of experience in financial services. He is currently with First Command Advisory Services and has prior experience at LPL Enterprise LLC, Advocacy Wealth Management, and the Department of Defense. His background includes various roles in wealth management and financial planning. First Command Advisory Services serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and offers multiple wrap-fee asset management programs, utilizing a centralized investment management team to design and monitor model portfolios and third-party manager selections.

Jason Iannantuono is a financial advisor with OSAIC Advisory Services, LLC based in Atlanta, GA. He holds the CFP® designation and has 31 years of industry experience, including prior roles at Triad Advisors, Inc. Outside of his advisory work, he serves as treasurer for the Maskenozha Rod & Gun Club, where he manages financial records and reporting. OSAIC Advisory Services, LLC serves a broad client base including individuals, pension and profit-sharing plans, corporations, and nonprofits, offering investment management, financial planning, and retirement plan consulting. The firm utilizes multiple program models and a combination of proprietary and third-party management platforms to construct and monitor client portfolios.

Darshankumar Patel is a Series 65 licensed advisor with Bankers Life Advisory Services, Inc., based in Atlanta, GA, where he has worked since 2015. He has 11 years of industry experience and serves as a Unit Supervisor, managing and training a team of agents focused on Medicare-related insurance products and annuities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in their investment approach.

Jordan Weems is a financial advisor at Truist Advisory Services with Series 65 and Series 63 credentials and four years of industry experience. He previously worked at Truist Securities and JPMorgan Chase & Co. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a mix of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Daniel Head is a financial advisor at OSAIC Advisory Services, LLC with 44 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Triad Hybrid Solutions, LLC and Triad Advisors, Inc. Outside of his advisory role, he is the managing partner of Head Investment Partners LLC and is involved in overseeing Shadesavers, a consumer product business. Osaic Advisory Services, LLC is an SEC-registered firm serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides comprehensive investment management, financial planning, retirement plan consulting, and related services through multiple advisory program models.

William Walsh is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding a Series 66 designation and 13 years of industry experience. He has been with Valic Financial Advisors since 2012 and also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, using Envestnet-developed UMA models to construct client portfolios.

Connie Ellis Foster is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 registrations and bringing 24 years of industry experience. Her career includes roles at Truist Investment Services, SunTrust Investment Services, Merrill, and Bank of America. Outside of her advisory work, she owns and manages several online retail and creative businesses focused on women's fashion accessories, artwork, and photography. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Michael Dennard is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Amazon.com, Primerica Financial Services, and Signator Investors. 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 manager relationships and non-discretionary consulting, supported by AI-enabled equity research and inter-affiliate integration across its affiliated broker-dealer and bank.

Byron Griffith III is a financial advisor with Truist Advisory Services in Atlanta, GA. He holds the Series 66 designation and has four years of industry experience. His career includes eight years at Truist prior to joining Truist Investment Services in 2022. 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 that combines discretionary and non-discretionary approaches, supported by AI-enabled research and supervisory oversight.

Daniel Kohler is a financial advisor with Empower Advisory Group in Atlanta, GA, holding Series 63 and Series 65 registrations and seven years of industry experience. He previously worked at Great-West Financial and had a brief tenure at the Fund for Equality. Outside of advising, he has worked as an independent Uber driver in the Denver area. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivered through an integrated model connected with Empower’s recordkeeping and administrative platforms.

Joseph Okraski is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 30 years of industry experience. He has worked at Valic Financial Advisors since 2015 and has been affiliated with Agia since 2022, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.