Harry Oldham III is a financial advisor with Truist Advisory Services in Alpharetta, GA. He holds the Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining Truist Advisory Services in 2021, he worked at Merrill and Wells Fargo Clearing among other firms. 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 manager selection and portfolio oversight.

Julie Price is a financial advisor with Hightower Advisors holding a Series 65 designation. She has over 20 years of industry experience, including two decades with MST LLC prior to joining Hightower Holdings, LLC and Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s approach involves manager selection and multi-manager solutions using both affiliated and third-party managers, with offerings that include discretionary portfolio management, financial planning, and retirement plan consulting.

Kumar Bhandari is a financial advisor with Transamerica Financial Advisors holding the PFS™ credential. He has recently entered the financial services industry and has experience with firms including WFGIA and Avantax. His background also includes accounting and consulting roles, and he has been involved with Brenau University and several accounting and tax service businesses. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party investment models, serving both discretionary and non-discretionary accounts.

Jared Kale is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Mariner. He worked at Wells Fargo Advisors Financial Network LLC for 14 years before joining Mariner in 2023. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides integrated tax and accounting services alongside traditional portfolio management.

Evan Harbot is a CFP® with 22 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Russell Investments and CNL Securities Corp. His background includes roles at Fs2 Capital Partners, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans, through a large network of advisors. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and a range of specialized financial planning and consulting services.

Alan Kasser is a financial advisor at J. W. Cole Advisors, Inc. in Roswell, GA, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has worked at J. W. Cole Advisors since 2013 and previously held positions at Financial Advisers of America and Mass Mutual Investors Services. Outside of his advisory role, he is involved with Kasser Investment Advisors, LLC, which focuses on brokerage and insurance products. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to digital advice platforms for a range of clients including individuals, high-net-worth clients, and institutions.

Susan Lewis is a CFP® with 29 years of experience in the financial industry. She has worked at Benjamin F. Edwards & Company, Inc. since 2010, following positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Located in Alpharetta, GA, she holds Series 63 and Series 66 licenses. Benjamin F. Edwards & Company, Inc. is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including financial planning, investment management, and retirement plan consulting, employing both proprietary and third-party strategies in discretionary and non-discretionary managed solutions.

Roger Shaffer is a financial advisor at Hightower Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Hightower Securities and Hightower Advisors since 2013. Shaffer serves on the Board of Directors at Signature Banks of Georgia. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions using affiliated and third-party managers, with services that include discretionary portfolio management, financial planning, and retirement plan consulting.

Rajen Chokshi is a CFP® professional with 23 years of industry experience. He has worked at Hightower Advisors since 2021 and previously held roles at Bluerock Wealth Management, Redwood Wealth Management, and BlueRock Financial Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing proprietary research and a range of investment strategies across mutual funds, ETFs, alternatives, and customized indexing.

Robert Szymanski is a CFP® and ChFC® financial advisor with 16 years of industry experience. He is currently with Brookstone Capital Management LLC in Duluth, GA. His prior experience includes roles at Horter Investment Management, Harrisdirect LLC, Cetera Investment Services LLC, and BNY Mellon Advisors, Inc. Outside of advisory work, he is involved in insurance sales and Medicare referral services. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee programs.

Aleece Kardon is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She also maintains an active legal practice as an attorney specializing in trusts, wills, powers of attorney, and residential real estate closings. Kardon has worked at multiple legal and financial firms, including WealthWave and Shafritz & Dean, Attorneys at Law. Transamerica Financial Advisors serves a broad client base ranging from individual investors to institutional entities and offers both advisory and broker-dealer services. The firm delivers investment advice through proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Mark Wyrobek is a financial advisor at Fifth Third Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fifth Third Bank since 2018, following four years at B.C. Ziegler and Company. Outside of his advisory role, he is the owner of a vacation rental business in Dahlonega, Georgia. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm combines bank affiliation with municipal-advisor registration and provides access to multiple managed-account programs, including direct indexing and tax-overlay services.

Clayton Pond is a Series 66-credentialed financial advisor with over 11 years of industry experience. He has been with Kestra Advisory since 2016 and is also involved with oXYGen Financial, where he works as a Wealth Plan Design Specialist. Pond serves as the Treasurer on the board of a homeowners association. Kestra Advisory Services provides investment advisory and retirement-plan consulting for plan sponsors, institutional clients, and individuals. The firm offers a range of services including fiduciary consulting, plan design, employee education, and manages assets for large institutional investors, including sovereign wealth funds.

James Galloway is a financial advisor at PNC Wealth Management in Roswell, GA, holding Series 63 and Series 65 licenses with 21 years of industry experience. His career includes tenures at Wells Fargo Clearing, Legend Financial Marketing, and Morgan Stanley, among others. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven investment strategies managed by PNC or third-party strategists.

Eric Lapai is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Lawrenceville, GA, holding Series 63 and Series 65 licenses with seven years of industry experience. He has worked at Fifth Third Securities since 2018 and has been affiliated with Fifth Third Bank since 2017. He also has previous work experience at Southern New Hampshire University. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, utilizing various portfolio managers and strategies tailored to clients' risk profiles.

Donette Corley is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior work includes roles at UBS Financial Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary and non-discretionary approaches supported by third-party platforms and manager arrangements.

Wallace Baker is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various Truist entities, including Truist Bank and SunTrust Insurance Group, throughout his career. 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, supported by AI-enabled research tools and a comprehensive supervisory oversight structure.

Alla Harvey is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been associated with SunTrust Advisory Services since 2016 and with SunTrust Bank and SunTrust Investment Services INC since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting. The firm combines traditional research with AI-enabled tools and emphasizes inter-affiliate integration, including its AMC Advantage manager-selection program and affiliated broker-dealer and bank services.

Standar Hammonds is a financial advisor with Empower Advisory Group in Alpharetta, GA, holding Series 63 and Series 66 credentials and 29 years of industry experience. His prior roles include positions at Fidelity, The Prudential Insurance Company of America, PRUCO Securities, Ameriprise Financial Services, and Scottrade. He serves as a trustee for the Reginald C. Powers Trust, overseeing the distribution of his step-father’s estate. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm employs an integrated model linked to Empower’s administrative platforms and focuses on long-term portfolio returns, annual rebalancing, and client savings rates.

Susan Moone is a CFP®-certified financial advisor with Commonwealth Financial Network, based in Canton, GA. She has 17 years of industry experience and has been with Commonwealth and Five Talents Wealth Management since 2007. Moone is the sole owner of Five Talents Wealth Management, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management services while offering a broad range of discretionary portfolio options and model portfolios through its Investment Management and Research team.