Walter Thomas is a financial advisor with Valic Financial Advisors in Birmingham, AL, holding Series 63, 65, and 66 licenses and possessing 30 years of industry experience. He has been with Valic Financial Advisors since 1997 and also serves as an agent with Agia, offering 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, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Gary Davis is a CFP® professional with 45 years of industry experience. He is currently with Osaic Advisory Services, LLC and previously worked for American Portfolios Financial Services, Inc. for 14 years. He serves on the Board of Directors for the Port St Lucie Downtown Lions Club and acts as an independent FINRA arbitrator. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individual and institutional clients with a range of advisory services including investment management, financial planning, and retirement plan consulting. The firm uses multiple program models and combines proprietary guidance with third-party platforms and managers to deliver its services.

Justin Garofalo is a financial advisor at Principal Financial Services with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Mutual of Omaha and Bank of America. In addition to his advisory role, he manages Wilburbinx, LLC, an investment company involved in active management and trading of various securities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Stephen Komisar is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 designations and having 30 years of industry experience. He has been with Valic Financial Advisors since 1999 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 through its broker-dealer operations.

Brent Elliott is a ChFC® credentialed financial advisor with over 33 years of industry experience. He is currently with OSAIC Advisory Services, LLC and has previously worked at Triad Hybrid Solutions, Triad Advisors, Kestra Financial Services, Inc., and Green Valley Financial. Elliott is also the managing partner of ME Financial LLC, where he represents insurance and investment products. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, corporations, trusts, and municipal entities. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and access to alternative investments through various program models and platforms.

Rodger Naugle III is a financial advisor at Valic Financial Advisors with three years of industry experience. He holds the Series 66 designation and has worked at Valic Financial Advisors since 2022. Outside of his advisory role, he is appointed as an agent to sell non-securities insurance products for AGIA. 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 for portfolio construction.

Gary Thrasher is a Series 66 registered advisor with 17 years of industry experience, currently serving at Valic Financial Advisors since 2015. He also holds a position with Agia, where he is involved in non-securities insurance products. Additionally, he owns timberland property in Franklin, Georgia. 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 for portfolio construction.

Hooman Omidpanah is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Stratos Wealth Partners, Ltd and LPL Financial, having previously worked at Lincoln Financial Advisors Corporation for 18 years. He is also involved in non-variable insurance activities in Georgia. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Peter Heidenreich is a CFP® professional with 19 years of industry experience, currently serving at Valic Financial Advisors. He has held roles at Agia, Valic Financial Advisors, Allstate Insurance Company, Verna Hills, LLC, and CWPH Consulting, LLC. He is also an agent at Agia, where he is involved in non-securities insurance products. Valic Financial Advisors, Inc. is a large SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm uses discretionary unified managed accounts with a technology-driven approach to portfolio management and financial planning.

Daniel Futral is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at OneAmerica Securities, NYLIFE Securities LLC, and New York Life Insurance Company. Before entering financial services, he served in law enforcement with the Sandy Springs and Woodstock Police Departments and was a member of the Army National Guard. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, serving approximately 127,213 clients with standardized model and platform services across its network of advisors.

Zhuoqi Yang is a financial advisor at Principal Financial Services with a Series 66 designation and one year of industry experience. Prior to joining Principal Securities, Yang held various roles including positions at Epic Systems Corporation and academic appointments at Emory University and the University of Chicago. Yang also has experience working with the American Cancer Society. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Coats is a CFP®, CFA®, and Series 66-licensed advisor with 13 years of industry experience. He currently works at Truist Advisory Services in Atlanta, where he has been employed since 2016, including prior roles at SunTrust Bank and its affiliated entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, offering a range of solutions including asset allocation, fiduciary support, and the AMC Advantage manager-selection program. The firm utilizes both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

William Sonnett is a CFP® with 38 years of industry experience, currently serving as an advisor at Truist Advisory Services in Atlanta, GA. He has been with SunTrust Advisory Services and SunTrust Investment Services since 2004. Outside of his advisory role, he assists with the daily operations of a golf facility management company as an Outside Services Representative. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Ashleigh Mckimmie is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. She has been with SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary manager relationships and leveraging AI-enabled tools in its investment research and oversight processes.

Hubert Lyle III is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes ten years at Transamerica Financial Advisors and roles at DLM Holding Group LLC and Harry Ken Properties, LLC. 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 and investment policy analysis, fiduciary support, participant advice, and a manager‑selection program that integrates discretionary and non‑discretionary approaches supported by AI-enabled research tools.

Casey Byrne is a CFA® charterholder with 11 years of industry experience. He is currently with Truist Advisory Services and has previously worked at Truist Investment Services and Suntrust Investment 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 and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary approaches.

Terence Tachang is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. and Citizens Bank NA. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, employing a diversified investment process that blends passive and active strategies overseen by an internal Investment Committee.

Parker Smith is a financial advisor with Principal Financial Services based in Atlanta, GA. He holds a Series 66 designation and has five years of industry experience. Prior to his current role, he worked at KSA Insurance Agency from 2016 to 2021. Outside of his advisory work, he is the president and founder of Peachtree Professionals, a networking organization that connects professionals across industries. Principal Securities provides brokerage and registered investment advisory services to a varied client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Janet Bentley Ewers is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 designations and 22 years of industry experience. Her prior roles include positions at Prudential Investment Management Services LLC, San Blas Advisory, Inc., and International Financial Solutions, Inc. Outside of her advisory work, she creates video content focused on personal purpose on her YouTube channel "Level Up with Janet E." and serves as a board member of Faith International Church. 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 third-party platforms and AI-enabled research tools.

Lewis Grace is a financial advisor with Principal Financial Services in Atlanta, GA, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Nationwide Investment Services Corp, Marathon A Subsidiary Of Stadion Money Management, Alps Distributors, Inc, Independent Financial Partners, and LPL Financial. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.