Shu Wang is a financial advisor with Eagle Strategies (NY Life) based in Alpharetta, GA, holding the ChFC® designation and Series 63 license. He has 18 years of industry experience and has been affiliated with New York Life Insurance Co. and Nylife Securities, Inc. since 2006. Wang also acts as an insurance broker for non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Christopher Whetten is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 65 and Series 63 licenses and having 11 years of industry experience. His work history includes roles with World Financial Group, Inc., Wealthwave, Unicity International Inc., and Net Law. Outside of his advisory work, he is involved in sales of health supplements through Unicity International and provides estate planning referrals via Net Law. 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 fee-based advisory programs and commission-based products, delivering advice through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Puneet Seth is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with New York Life and affiliated firms since 2000. Outside of his advisory role, Seth is involved in managing several rental properties and passive investments in real estate and startup ventures. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored advice delivered through various program types and manages the majority of its assets on a non-discretionary basis within the New York Life affiliate structure.

Fadette Colin is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 14 years of industry experience. In addition to her advisory role, she is actively involved in artistic endeavors, launching a recording career under the name Ms.Wololoy and operating a print-on-demand retail store. She also manages real estate activities through her companies Compile LLC and Compile GA LLC. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm uses model portfolios and third-party managers to implement investment strategies, offering multiple advisory programs and an integrated retirement plan ecosystem.

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.

Dennis Covington is a CFP® with 23 years of industry experience. He joined Savant Wealth Management in 2023 after spending over two decades at Capital Directions. He holds Series 63 and Series 65 licenses and is based in Atlanta, GA. Savant Wealth Management serves a diverse client base including 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 comprehensive wealth management, financial planning, and family office services.

Hunter Bramlett is a financial advisor at NewEdge Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Full Scope Wealth Group, WealthMD, and OneWealth Investment Management. Before entering financial advising, he was involved with North American Tree Service Inc. and Sonny's BBQ, and he also spent five years affiliated with University of North Georgia and Georgia Gwinnett College. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad client base, including high-net-worth individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Alaina Mattix is a financial advisor at Wealth Enhancement Advisory Services, LLC with nine years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at The Vanguard Group, Inc. and REAP Group, LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a large advisor network and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Adam Tolliver is a financial advisor with Eagle Strategies (NY Life) based in Alpharetta, GA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked with Eagle Strategies since 2019 and has been affiliated with New York Life entities since 2016. Tolliver serves as a board member for the proposed Atlanta SMART Academy, a charter school for middle school students. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, including fee-based hourly advice, co-advisory relationships, and advisory services connected to insurance and annuity products.

Alok Kataria is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses. He has been with Transamerica and Wfgia since 2025 and has no prior industry experience. Outside of his advisory role, he is the CEO of Georgia Camps LLC, a kids' summer camp business he has managed since 2018. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm uses model portfolios and third-party managers to implement its advisory services and operates an integrated retirement plan ecosystem through affiliated entities.

Sarojakanta Panda is a financial advisor at Transamerica Financial Advisors with 8 years of industry experience. He holds Series 66 and Series 63 credentials and has prior work experience spanning property and casualty insurance, health insurance, telecommunications, and real estate. In addition to his advisory role, he is involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through a variety of proprietary and third-party investment programs, offering discretionary and non-discretionary management options.

Willie Caldwell Jr. is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 licenses and has 35 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and previously held roles at Aflac and Assurance Health. Outside of his advisory work, Caldwell serves as a pastor at Zion Missionary Baptist Church. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with various investment programs and access to third-party money managers.

Joseph Sicchitano is a CFP® professional with 31 years of industry experience, currently serving at Principal Financial Services. His prior experience includes roles at Morgan Stanley, SunTrust, BB&T Securities, and self-employment in financial services. He is a long-time board member of Kingdom Global Ministries, a nonprofit focused on equipping pastors worldwide. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under varying advisory and promoter arrangements.

Ritu Shukla is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and previously worked at Truist Bank for 12 years. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, and operates with a high level of inter-affiliate integration.

Tyler Pass is a financial advisor with Savant Wealth Management in Atlanta, GA, holding a Series 65 credential and two years of industry experience. Prior to joining Savant in 2023, he worked at Capital Directions and has experience in various roles including positions at Amicus Funding and Engle Martin & Associates. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and a range of affiliated service offerings including accounting, legal, and trust services.

Roy Cranman is a financial advisor with TLG Advisors, Inc. based in Sandy Springs, GA. He holds the ChFC® designation and has 43 years of industry experience. Cranman is also the owner of Capital Creation & Protection Inc, a business focusing on fixed life, disability, long-term care, group life, dental, and LTD insurance. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach grounded in fundamental analysis and Modern Portfolio Theory.

Karen Stevens is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding the ChFC® designation and Series 63 license. She has 18 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of her advisory work, Stevens teaches online to children in China and owns a small business consultancy focused on helping businesses structure for growth. Eagle Strategies serves a broad client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types and primarily manages assets on a non-discretionary basis, working with both individual and institutional clients.

Christopher Blackmon is a CFP® with 12 years of industry experience currently serving at Mercer Global Advisors Inc. in Atlanta, GA. He previously worked at Purshe Kaplan Sterling Investments and Commonwealth Financial Network. Blackmon is also part-owner and manager of Biggers Blackmon LLC, where he provides tax planning and preparation services. Mercer Global Advisors offers investment advisory and planning services to individuals, families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and provides a range of implementation options including ETFs and separate accounts.

Peter Truong is a financial advisor at Equity Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MML Investors Services LLC, MassMutual Life Insurance Company, and MWA Financial Services Inc. He also serves as a general agent for Apogee Financial Partners. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base, utilizing multiple advisory platforms and third-party asset managers with both discretionary and non-discretionary management options.

Harry Oldham III is a financial advisor with Truist Advisory Services in Alpharetta, GA. He holds the Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining Truist Advisory Services in 2021, he worked at Merrill and Wells Fargo Clearing among other firms. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, using third-party platforms and AI-enabled research tools to support manager selection and portfolio oversight.