Jesus Osorio Martinez is a financial advisor at Transamerica Retirement Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Wells Fargo and JP Morgan Chase. Since 2022, he has been with Transamerica Life Insurance Company and Transamerica Investors Securities Corporation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services. Their approach integrates portfolio construction and oversight from Morningstar Investment Management to offer personalized allocations and guidance focused on retirement planning.

Frederick Dais is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining First Command, he worked at Allstate Insurance Co and The Days Group from 2017 to 2025, and at PwC from 2011 to 2017. He is based in Marietta, GA. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios managed by an internal Investment Management Team.

Samuel Renken is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has 14 years of industry experience, including prior roles at Park Avenue Securities, Mass Mutual Investors Services, and Mutual of Omaha. Outside of his advisory work, he serves as a board member for the Hambidge Center, which offers residencies and workshops in arts and crafts. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a mix of advisor-led discretionary management and model-based strategies, offering tailored client solutions through proprietary programs and third-party platforms.

Kyle Greco is a Series 65-licensed financial advisor with Focus Partners Wealth, LLC in Atlanta, GA. He has worked in the financial industry since 2017, including roles at MUFG Union Bank, Regions Bank, and Truist Bank before joining Focus Partners in 2026. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm applies a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Samuel Grant is a CFP® with 21 years of industry experience, currently serving as an advisor at HB Wealth in Sandy Springs, GA. He previously worked at SG Financial Advisors, LLC for 15 years and spent one year at Homrich Berg. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a discretionary investment approach that combines quantitative and qualitative analysis across a range of public and private strategies, including mutual funds, ETFs, hedge funds, structured notes, direct real estate, and private investment funds.

Clifford England Jr. is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 registrations and bringing 40 years of industry experience. He has been with Valic Financial Advisors since 1999 and also serves as an agent with Agia, where he works with 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-developed UMA models for portfolio construction.

Antony Barber is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes positions at Principal Securities Inc, Principal Life Insurance Company, MML Investors Services LLC, MassMutual Life Insurance Company, and The Prudential Insurance Company of America. Outside of his advisory role, he is involved in helping Medicare beneficiaries select health plans and also manages rental properties. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Taylor Nettis is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds Series 65 and Series 63 credentials and has worked previously at Trinity Wealth Securities and Florida Financial Advisors. Nettis has also been involved with the Georgia Museum of Art and Gwinnett Park and Recreation. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management and advisory services including investment management, financial planning, and business management. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with third-party managers and private funds.

Robert Bunker is a financial advisor with First Command Advisory Services, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, JPMorgan Chase, HSBC, and Ironwood Holdings. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers who select from approved model portfolios and third-party managers.

John Choate is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously held roles at The Ayco Company and The University of Georgia. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management, utilizing strategic allocation models and access to a broad range of affiliated services within the Goldman Sachs ecosystem.

Thomas Moran Jr. is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services, Fifth Third Bank, and FactSet StreetAccount. Moran is based in Atlanta, GA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services while also operating as a registered broker-dealer, providing access to securities transactions, variable insurance products, placement, and investment banking services.

Todd Thompson is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services and its predecessor firms since 2009, as well as Wells Fargo Clearing from 2006 to 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, fiduciary support, and manager-selection programs. The firm integrates discretionary and non-discretionary strategies and employs AI-enabled research tools alongside traditional methods to support client portfolios.

Laurie Schaeffer is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 licenses and possessing 23 years of industry experience. Her prior roles include positions at LPL Financial, Independent Financial Partners, Mass Mutual Investors Services, and MetLife Securities Inc. She is also a commissioned notary in New York. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with technology-driven portfolio management and planning solutions, including access to third-party managers and estate-planning platforms.

Michelle Fernandez is a CFP® professional with five years of industry experience, currently with Focus Partners Wealth, LLC. Prior to joining Focus Partners, she worked at Gratus Capital, LLC and Elwood & Goetz Wealth Advisory Group, LLC. She is also a part-time lecturer in the financial planning program at the University of Georgia and contributes as a writer and editor for the CFP Board and National Underwriter publications. Additionally, she consults for DataPoints, updating risk tolerance assessment models. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

William King is a financial advisor with First Citizens Investor Services, Inc. in Atlanta, GA, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at First Citizens Bank and related entities since 2011, including BB&T and its affiliates prior to their merger. First Citizens Investor Services serves individuals, pension plans, charitable organizations, and corporate clients through a range of advisory and brokerage services, including portfolio management, wrap programs, model portfolios, and financial planning. The firm emphasizes IAR-led assessments and multiple analysis methods to manage diversified investment allocations.

William Eudy is a financial advisor at Focus Partners Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Focus Partners Wealth in 2026, he worked at Equitable Advisors LLC from 2023 to 2026. Before entering the financial industry, his work history includes various roles outside finance, including positions at Papa Johns Pizza, tree care companies, and North Greenville University. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach using both active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Angus McRae is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He is the owner of Angus McRae Insurance Brokerage Services Inc and has worked with Principal Life Insurance Company since 2016. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

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.

Joyce Krinsky is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Valic Financial Advisors since 2013 and is also affiliated with Agia as an agent. Additionally, she serves as a notary public, a role she has maintained since 2009. Valic Financial Advisors primarily serves U.S.-based 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 and management.

Brian Costas is a financial advisor at Rockefeller Financial LLC with a Series 66 credential and one year of industry experience. His prior work includes roles at Trident Building Solutions, Cox & Co, Tenth Street Ventures, and Lee & Associates Commercial Real Estate Services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform, combining broker-dealer capabilities with access to alternative investment vehicles and affiliated trust and insurance services.