Jordan Maryanski is a financial advisor with Valic Financial Advisors in Gainesville, GA. He holds Series 63 and Series 66 licenses and has six years of industry experience. His prior experience includes roles at Corebridge Financial, Fidelity Investments, Robinhood Financial, and E*Trade Securities. 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 roughly $29.2 billion across more than 1,200 advisors, offering wrap programs, portfolio management, and financial planning with a focus on discretionary unified managed accounts using Envestnet’s platform and third-party UMA model managers.

Jonathan Holloway is a financial advisor with Truist Advisory Services in Cumming, GA, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate platform integration.

Amy Johnson is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has 21 years of industry experience. She previously worked at The Prudential Insurance Company of America and Pruco Securities. 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 offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches with support from third-party platforms and AI-enabled research tools.

Miguel Martinez is a Certified Financial Planner® (CFP®) with 19 years of industry experience. He currently works at Transamerica Retirement Advisors, LLC and has held roles within the Transamerica organization since 2016, including positions at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. He also worked at Allstate Insurance Co for one year in 2016. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education. The firm’s approach incorporates portfolio construction and guidance using tools and oversight from Morningstar Investment Management and operates at scale with a large client base focused primarily on non-discretionary assets.

Theresa Kunkeli is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked with Bankers Life and its affiliates since 2013 and serves as a branch sales manager and insurance agent, recruiting and training new agents for non-variable insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management, employing a combination of fundamental, technical, and cyclical analysis to tailor investment strategies.

Cary Lucas is a financial advisor at TLG Advisors, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at The Leaders Group Inc. since 2016. Outside of his advisory role, he serves as CFO and General Counsel for the UOG Howard Center for Women's Health and operates as an independent insurance agent and mortgage broker. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both traditional advisory services and a direct-to-consumer digital program called Starlight Portfolios.

David Leathers is a financial advisor at J. W. Cole Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC and Investors Capital Corporation prior to joining J.W. Cole. Outside of his advisory role, he serves as treasurer and board member of the 2nd Reconnaissance Battalion Association, chairs the board of the Cumming Development Authority, and volunteers as a board member and treasurer for Amazing Grace Church, Inc. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions on either a discretionary or non-discretionary basis.

Joshua Hamrick is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including Wells Fargo, LPL Financial, and TVA Federal Credit Union. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio service that uses algorithmic risk assessments and executes investments via approved model strategies managed by PNC or third-party strategists.

Todd Smith is a CFP® professional with 35 years of industry experience. He has worked at Allworth Financial, L.P. since 2021 and previously held roles at Fidelity Brokerage Services LLC and E*TRADE Capital Management LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, comprehensive financial planning, and specialized investment approaches, including defined-outcome ETFs and options-based overlays, and is notable for its ownership structure and airline industry division.

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.

Maurice Dearth is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Money Concepts Capital since 2011 and also has long-term roles at Data-Source and as owner of Mosolutions LLC, a printing brokerage. Outside of financial advising, he works as a sales representative for Reynolds and Reynolds, focusing on printing services for automotive-related businesses. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers a variety of managed programs and account structures, utilizing model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis to guide investment decisions.

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.

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.

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.

Amanda Gustavsson is a financial advisor with Empower Advisory Group in Braselton, GA. She holds Series 66 and Series 63 licenses and has three years of industry experience. Her prior work includes roles at Prudential Investment Management Services LLC and Chosen Royalty LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm’s approach focuses on long-term portfolio returns and client savings rates, with a high client-to-advisor ratio relative to many peers.

Joe Friend III is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Voya Financial Advisors since 2014. In addition to his advisory role, he operates as an independent insurance agent, selling fixed insurance products. Voya Financial Advisors, Inc. serves a diverse clientele including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, primarily focusing on non-discretionary advisory relationships.

Luis Kim is a financial advisor with Truist Advisory Services in Buford, GA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Transamerica Financial Advisors, Inc. for eight years before joining Truist in 2025. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary approaches. The firm integrates affiliated broker-dealer and banking services and employs AI-enabled tools alongside traditional research in its investment processes.

Dana Merritt is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She has been with SunTrust Advisory Services and its affiliated entities since 2016. 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 solutions supported by third-party platforms and manager arrangements.

William Maynard is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Transamerica, he worked at Primerica Financial Services for a decade. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach implemented through third-party managers and platform sub-advisors across multiple programs such as Transamerica ONE, TFA365, and Transamerica ALPHA, with regulatory assets under management reported at approximately $1.7 billion.

Stephen Kelly is a financial advisor with Truist Advisory Services in Gainesville, GA. He holds Series 63, 65, and 66 designations and has 29 years of industry experience. Kelly has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2008. Outside of advising, he is involved in real estate investing, focusing on acquiring, repairing, and managing rental properties. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program implemented through discretionary and non-discretionary approaches, supported by AI-enabled research and inter-affiliate integration.