Richard Sargent II is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has three years of industry experience and has been associated with various Truist entities since 2015. 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 combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support investment decisions.

Tze Hong Yeh is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group, he worked at Empower Financial Services, DXC Technology, and Allstate, among other positions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Reginald Chandler is a financial advisor with Transamerica Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Transamerica Financial Advisors since 2016. He also has concurrent experience with Wfgia since 2012. Transamerica Financial Advisors serves a diverse client base including individual investors, 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 discretionary and non-discretionary program options.

Jesse Astorga is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Fifth Third Securities since 2012 and concurrently with Fifth Third Bank since 2011. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm combines bank affiliation with a range of discretionary managed-account options and includes features such as direct indexing and tax-overlay services.

Benton Rhodan is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Morgan Stanley and E*TRADE Securities LLC. Outside of his advisory role, he owns Rockin Rhodan Printing Services LLC, a vinyl printing business based in Lithonia, Georgia. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates in their financial planning approach.

Stephan Barton is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at Independent Financial Partners since 2011 and was previously with LPL Financial and IFP Securities. Outside of his advisory work, Barton is involved with Physicians Financial Services, LLC, which offers financial advisory and insurance products. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with both discretionary and non-discretionary account management options.

William Burke is a financial advisor with Valic Financial Advisors in Duluth, GA, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. He has been with Valic Financial Advisors since 2013 and also holds an agent position at Agia, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions.

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.

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.

Andrew Crawford is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and two years of industry experience. He has previously worked at Shared Service Solutions and Regional Management Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Robert Szymanski is a CFP® and ChFC® with 16 years of industry experience. He is currently affiliated with Horter Investment Management, LLC and is a financial advisor at Brookstone Capital Management LLC in Duluth, GA. His other business activities include insurance sales and Medicare back-office referrals. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

William Brand is a financial advisor at NewEdge Advisors with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at NewEdge Advisors since 2022 and Triad Advisors since 2010. Outside of his advisory role, he owns Willful Compliance Partners, Inc., a compliance consulting firm providing regulatory guidance to registered entities. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Eric Lapai is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Lawrenceville, GA, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with FIFTH THIRD SECURITIES since 2018 and also works with Fifth Third Bank since 2017. Prior to that, he spent a year at Southern New Hampshire University. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway platform, combining third-party portfolio management with advisor-guided selections, and operates as a wholly owned subsidiary of Fifth Third Bank.

Richard Cooney is a financial advisor at Stratos Wealth Partners, Ltd with 41 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Stratos Wealth Partners in 2019, he worked for Lincoln National Life Insurance Co and Lincoln Financial Advisors Corporation from 1998 to 2019. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and diversified asset allocation across multiple custodians.

Jason Connolly is a financial advisor at Prime Capital Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sugarloaf Wealth Management, LLC, Triad Advisors, Inc., OSAIC, and Private Client Services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan services, and family office solutions, employing a variety of investment strategies and providing tax and financial administration services through an affiliated accounting subsidiary.

Su Yu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Humana and the Heartland Institute of Financial Education, along with involvement in nonprofit work through the Flying Bear Foundation. He is also engaged in managing multiple rental properties. Transamerica Financial Advisors serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers advisory, brokerage, and retirement-plan services through a large network of advisors and multiple program platforms, utilizing model portfolios and third-party managers to implement its investment strategies.

Larry Ailes is a CFP® with 23 years of experience in financial services. He is affiliated with SPC and has been involved with Sigma Planning Company, Sigma Financial Corporation, and Larry Ailes & Associates since 2000. His other business activities include working as a life, health, and annuities insurance agent and assisting clients with employee benefits enrollment during open enrollment periods. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers and approximately $5.66 billion in assets under management.

Jason Clark is a financial advisor at Empower Advisory Group with 8 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated service model aligned with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

April Crews is a Series 65-licensed advisor with 16 years of industry experience. She has worked at Brookstone Capital Management since 2018 and concurrently serves as CEO of Reed Financial Group, where she provides life insurance, long-term care insurance, and fixed indexed annuity advice and sales. Prior to Brookstone, she was with Precision Capital Management from 2015 to 2019. Brookstone Capital Management is an SEC-registered firm offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering primarily discretionary investment management via model portfolios and separately managed accounts.

Joseph Okoronta is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Transamerica Financial Advisors since 2015 and is also involved in several business ventures, including roles as president and part owner in companies focused on accounting and tax services, real estate, and childcare services. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations through a large advisor network and multiple program platforms. The firm primarily uses model portfolios and third-party managers for investment implementation, offering integrated retirement plan services and affiliated product distribution.