Jackson Spyke is a financial advisor at Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, his background includes roles at Wealth Enhancement Group and academic positions at Western Carolina University and Winthrop University. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets through a diversified investment approach combining passive and active strategies, supported by an internal Investment Committee.

Sarah Mc Rae is a financial advisor at Principal Financial Services in Atlanta, GA, holding Series 65 and Series 63 licenses with one year of industry experience. Her prior roles include work at Principal Life Insurance Company, Angus McRae Insurance Brokerage Services Inc, and various positions before entering the financial services industry. 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 military personnel outside the United States. 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.

Greg O'ryan Johnson is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Edward Jones, Merrill, Bank of America, and Amazon.com. Outside of finance, he owns businesses involved in writing and publishing children's books, marketing private label vitamins and supplements, and maintaining an online news publication. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Phil Edgecombe II is a financial advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Cushman & Wakefield. His other business activity includes managing a rental property in New York. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice and investment education services. The firm’s investment approach incorporates proprietary software and model portfolios provided by Morningstar Investment Management to deliver personalized guidance on asset allocation, contribution rates, and retirement timing.

Raymond Brown is a CFP®-designated financial advisor at Osaic Advisory Services, LLC with 20 years of industry experience. His career includes roles at Triad Hybrid Solutions, Triad Advisors, and Ameriprise. He is also an independent insurance agent specializing in Medicare-related products. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of investment programs and financial planning services, employing a range of strategies and platform relationships that integrate alternative investments and annuity sub-account management.

Eric Duckworth is a financial advisor at Truist Advisory Services with 27 years of industry experience. He has held roles at Truist Investment Services since 2000 and has been with Truist Advisory Services since 2016. His professional credentials include Series 63 and Series 66 licenses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses both discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, with an emphasis on inter-affiliate integration among Truist entities.

David Hoffmann is a CFP® professional with 28 years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. His prior career includes roles at Triad Hybrid Solutions, Triad Advisors, and Commonwealth Financial Network among others. Outside of his advisory work, he holds several nonprofit board positions, including chairperson of the Pittsburgh Rotary Club Foundation and treasurer of the TonyStrong Foundation. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser that serves individuals, pension plans, corporate and charitable entities, retirement participants, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, utilizing various analysis techniques and platform relationships to provide access to alternative investments and specialized strategies.

Peter Fleming III is a financial advisor at CIBC Private Wealth Advisors, Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials with 18 years of industry experience. His prior work includes extensive tenures at M HOLDINGS SECURITIES, Inc. and Winged Keel Group. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a comprehensive investment process featuring internal and external managers, customized portfolios, and strategies incorporating options and structured notes, distinguishing itself by managing a high assets-under-management per advisor ratio and serving as adviser to several investment company clients.

Michael Wall is a financial advisor with Truist Advisory Services, holding a Series 66 designation and eight years of industry experience. He has worked at Truist Investment Services, BB&T Securities, and SunTrust Investment Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and the AMC Advantage manager-selection program, using a combination of discretionary manager relationships and non-discretionary consulting.

Michael Hostetler is a CFP® with 23 years of industry experience and is currently affiliated with Allworth Financial, L.P. He has previously worked at Merrill and Financial Services dba Capital Insight Group. Outside of his advisory role, he coaches a travel baseball team. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm employs a combination of quantitative and qualitative analysis through an Investment Committee to provide customized portfolio management and financial planning services.

Paul Pitkins is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Valic Financial Advisors since 2007 and also serves as an agent with Agia, 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and supporting a broad range of investment options.

Michael Jones is a financial advisor with Wells Fargo Clearing in Marietta, GA, holding Series 66 and Series 63 licenses and having 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Sydnee Scruggs is a financial advisor at J.P. Morgan Securities in Atlanta, GA, holding a Series 66 credential with six years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2019 to 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, including ESG criteria, supported by related investment management affiliates.

John Beane IV is a financial advisor with OSAIC in Atlanta, holding CFP® and Series 66 designations and 18 years of industry experience. His prior experience includes roles at FSC Securities Corporation, Homrich Berg, and Woodbury Financial Services. He is also the owner of Beane Financial Consulting LLC. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and access to discretionary and third-party managed strategies.

Preston Brinkley is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and previously worked for Bank of America, N.A. for 10 years before joining Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Eldon Lu is a financial advisor at Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Citizens Bank and has experience in education at the University of Tennessee, Knoxville, and McMinn County High School. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products through a large network of advisors.

Natasha Mathis is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 66 and Series 63 licenses and has worked across multiple Fidelity entities since 2015. Outside of her advisory role, she is involved in real estate sales and operations management through her membership at Sanmar and Associates LLC and as a real estate agent with Metrobroker in Atlanta. Strategic Advisers LLC, a Fidelity Investments company, offers a range of investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to various registered investment companies and model portfolio providers.

James Lewis is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 66 licenses. He has 22 years of industry experience, including roles at Raymond James & Associates, Clearwater Analytics, and LPL Financial. Based in Atlanta, GA, Lewis joined Cambridge Investment Research Advisors in 2023. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base across multiple platforms and custodians, providing both discretionary and non-discretionary management options and proprietary model strategies under the Founders Gate Capital brand.

Mitchell Boehm is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings a diverse background to his practice, drawing on experience as a former corporate executive at a Fortune 50 company and as a small business owner in industries ranging from technology to consumer products. Mitchell focuses on providing personalized wealth management strategies that help clients pursue their long-term financial goals. Mitchell holds a Bachelor's degree in Finance and Business from the University of Tulsa. He began his financial advising career with Edward Jones before transitioning his practice to Merrill Lynch Wealth Management. He maintains FINRA Series 7 and Series 6 registrations and holds the Personal Investment Advisor (PIA) designation. His client focus areas include personal retirement planning, small business strategies, and helping widowed or divorced women manage their financial futures. Outside of his professional life, Mitchell is married to a CPA and has three children. He is committed to ongoing learning and community involvement, volunteering with local organizations. His personal interests include baseball, chess, cooking, football, golf, table tennis, tennis, and spending time with his family.

Tory Hunter is a financial advisor with Primerica Advisors in Douglasville, GA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with PFS Investments Inc. since 2014 and has been affiliated with Primerica Financial Services since 2001. Outside of his advisory role, Hunter co-founded The Hunter Associates Group, where he is involved in motivational speaking and self-improvement life coaching. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.