Andrea Lewis is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. She has 23 years of industry experience and has previously worked at firms including Cetera, Summit Financial Group, Principal Securities, and Metlife Securities. Lewis is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory approach.

Chukwubuikem Nwaesei is a financial advisor at TIAA-CREF with a Series 65 credential and one year of industry experience. Prior to joining TIAA-CREF, he held positions at Columbia University, Commonfund, BlackRock, Northern Trust Wealth Management, and TD Asset Management. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates standalone planning services from ongoing discretionary portfolio management and offers both model-based and customized investment approaches.

Brian Levitan is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 registrations and 17 years of industry experience. He also serves as a mortgage continuing education instructor at Real Estate Institute and owns a handyman services business, BML Property Services, LLC. Additionally, he provides administrative support through Cam Fin LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with a range of discretionary and non-discretionary program options.

Ryan Jones is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Thrivent Financial and Thrivent Investment Management Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using a variety of investment vehicles and specialized programs.

Amber Eldorrado is a financial advisor at Kestra Advisory with 11 years of industry experience and holds a Series 66 designation. Her prior work includes positions at Wells Fargo Advisors, OSAIC, and Sagepoint Financial, Inc. based in Atlanta, GA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Jonathan Safko is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, Cetera, and E*TRADE. Safko was also employed by Uber Technologies from 2016 to 2020. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm uses an integrated service model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Colin Fitzpatrick is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and two years of industry experience. He has worked at multiple firms, including Brookstone Wealth Advisors, Hoffman Financial Group, and Three Bridges Wealth Management. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing a variety of investment strategies and serves over 127,000 clients through a platform-focused approach.

William Burke is a financial advisor at Valic Financial Advisors with 28 years of industry experience. He holds Series 65 and Series 63 credentials and has been with Valic Financial Advisors since 2013. In addition to his advisory role, he is an agent involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm manages portfolios through discretionary unified managed accounts and offers financial planning and consulting services across a large network of advisors.

Michael Mahoney is a financial advisor at Equity Services, Inc. with 12 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Aegis Capital Corp, Investacorp Inc, and Ohio National Life Insurance Company. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and combining long-term strategies with options for shorter-term trading and specialized instruments.

Miriam Falaki is a CFP® and holds a Series 66 license with 13 years of industry experience. She currently works at Savant Wealth Management and has previously held roles at Capital Directions LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Savant Wealth Management provides comprehensive wealth management, financial planning, portfolio management, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Karen Wintering is a financial advisor at Truist Advisory Services with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked within the Truist organization and its predecessors since 2008. 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, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary management through third-party relationships.

Tamekia Fallin is a financial advisor with Transamerica Financial Advisors. She holds Series 63 and Series 65 designations and has been in the financial services industry since 2018, with prior experience at Eminent Financial Services and Solutions, LLC, and World Financial Group Insurance Agency. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Sean Flynn is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 licenses and has 12 years of industry experience. He has previously worked at Charles Schwab, Raymond James Financial Services Advisors, and Boston Harbor Wealth Advisors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools, with advisors recommending investments while clients retain final trading decisions.

Curt Spinney is a CFP®-designated financial advisor with Equity Services, Inc., bringing 15 years of industry experience. He has worked with National Life of Vermont and National Financial Services Group since 2010. Outside of his advisory role, Spinney is involved as a crew leader maintaining trails and providing historical information for the Kennesaw Mountain Trail Club and serves as a board member for the Wallis Farm Community Association. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, and charitable organizations. The firm utilizes multiple advisory platforms, including third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Tanni Gibson is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has 15 years of industry experience. Her career includes roles at J.P. Morgan Securities and JP Morgan Chase prior to joining Transamerica. She is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network using model portfolios and third-party managers, with a regulatory AUM of approximately $1.7 billion.

Wei Jian is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at several firms including Bolt Insurance Agency, Dayone Enterprise, Atlantic Plus Inc, and Fortune Four Holdings LLC. Outside of his advisory role, Jian manages office operations for World Financial Group through Dayone Enterprise, Inc., and is involved in health insurance sales with Kaiser Permanente. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s investment approach primarily uses model portfolios and third-party managers, supported by an integrated retirement plan ecosystem and affiliated product offerings.

Natalie Perdomo is a financial advisor at Hightower Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hightower since 2017, following prior roles at SunTrust Advisory Services and SunTrust Investment Services. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers multi-manager solutions through affiliated and third-party managers, utilizing proprietary research and a range of investment vehicles such as mutual funds, ETFs, and alternatives.

Joseph Ridling is a financial advisor at Transamerica Financial Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Transamerica since 2012. In addition to his advisory role, he is involved with Virtual Properties.biz, a business focused on buying, selling, and showing real estate. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary model portfolios and third-party managers with discretionary and non-discretionary program options.

Richard Austin is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior work includes roles at Merrill and Wells Fargo, as well as extensive tenure with various SunTrust entities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research tools and an integrated inter-affiliate operating model.

Samuel Davis is a financial advisor at Brookstone Capital Management LLC in Alpharetta, GA, holding a Series 65 designation with two years of industry experience. His prior work experience includes roles at AmeriLife, Salem Media Group, Orlando Magic, and Kansas Athletics. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and a range of investment strategies, including ETFs, mutual funds, individual securities, options-enhanced strategies, and proprietary funds, while also serving as a sub-advisor to other advisory programs.