William Rhodes is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 registrations and bringing 41 years of industry experience. He has worked at Truist and its predecessor firms since 2017, with prior experience at Raymond James & Associates. Rhodes is involved in real estate investing, managing various property purchases, financings, and transactions, including single-family homes, duplexes, and apartments. 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 and non-discretionary approaches and integrates third-party platforms and AI-enabled research to support its investment recommendations.

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 designations. She has one year of industry experience and prior roles include positions at Principal Life Insurance Company and Angus McRae Insurance Brokerage Services Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

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® with 20 years of industry experience, currently affiliated with OSAIC Advisory Services, LLC since 2024. He has previously worked with Triad Hybrid Solutions, LLC and Triad Advisors, Inc. In addition to his advisory role, he works as an independent insurance agent focusing on Medicare-related products and life/health insurance. OSAIC Advisory Services, LLC serves a diverse client base, including individuals, pension plans, corporations, and nonprofits. The firm provides investment management, financial planning, retirement plan consulting, and related services, delivering advisory solutions through multiple program models with custody primarily arranged through Schwab and Fidelity.

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 roles include positions at Triad Hybrid Solutions, Triad Advisors, H Financial Management, Purshe Kaplan Sterling Investments, and DB Root & Company, Inc. Outside of his advisory work, Hoffmann is involved in several community and charitable organizations, including serving as treasurer for the TonyStrong Foundation and chairperson of the Pittsburgh Rotary Club Foundation Board. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of services such as investment management and financial planning, delivering advisory solutions through multiple program models with custody primarily arranged through Schwab and Fidelity.

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® professional with 23 years of industry experience, currently serving as an advisor at Allworth Financial, L.P. in Marietta, GA. His prior experience includes 15 years at Financial Services dba Capital Insight Group. Outside of his advisory role, he coaches a travel baseball team. Allworth Financial is a fee-based SEC-registered advisory firm that serves a broad client base including high-net-worth individuals, trusts, retirement plans, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs both discretionary and non-discretionary engagements, supported by technology to manage held-away accounts.

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 at Wells Fargo Clearing with 20 years of industry experience. He holds Series 66 and Series 63 registrations. His career includes roles at Wachovia Bank, N.A. since 2009 and Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

John Beane IV is a CFP® professional with 18 years of industry experience, currently serving at OSAIC since 2023. He previously worked at FSC Securities Corporation and Homrich Berg, among other firms. Outside of his advisory role, he owns an LLC focused on market research and due diligence for residential real estate investments. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors, providing integrated brokerage and advisory services. The firm employs a range of portfolio construction tools and supports multiple advisory platforms, combining in-house and third-party investment solutions.

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 with Fidelity in Atlanta, GA, holding Series 66 and Series 63 credentials and 12 years of industry experience. She has been associated with various branches of Fidelity since 2015. Outside of her advisory role, Mathis is involved in real estate sales and operations management through her membership in SANMAR AND ASSOCIATES LLC and as a real estate agent with Metrobroker. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across various investment vehicles.

James Lewis is a financial advisor at Cambridge Investment Research Advisors with over 21 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior roles include positions at Raymond James & Associates, Clearwater Analytics, and LPL Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals and employs a range of portfolio management approaches tailored to client objectives.

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.