Manuel Carvallo is a financial advisor with Money Concepts Capital Corp who holds a Series 66 designation and has 17 years of industry experience. He has been with Money Concepts Capital Corp since 2014 and also serves as CEO of Hispanic Wealth, LLC, where he creates culturally-competent educational content and provides actuarial consulting. Carvallo is a board member of the New Generations Foundation and is involved in actuarial consulting and education through Retire Friday, LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and investment strategies, combining model portfolios and third-party sub-advisers to manage approximately $3.33 billion across 14,700 clients.

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.

Latorya Brown Bailey is a Series 66-licensed financial advisor at First Command Advisory Services with three years of industry experience. She previously served in the United States Army from 2009 to 2022 before joining First Command in 2022. Brown Bailey is also the owner of Brown-Bailey LLC, which she uses to manage her First Command business. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment management team to select and monitor portfolios and third-party managers.

Justin Bradford is a CFP® professional with 23 years of industry experience. He currently serves as an advisor at NewEdge Advisors and has previously worked at LPL Financial, Independent Advisor Alliance, and Robert W. Baird & Co. Outside of his advisory role, he is involved in managing Castle Wealth Partners, a registered investment advisor DBA for his LPL business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, utilizing various program structures and technology tools to support advisor and client needs.

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, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at Charles Schwab & Co., Raymond James Financial Services Advisors, and Boston Harbor Wealth Advisors. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Charles Schwab’s asset-allocation models and internal research, focusing on client goals and risk tolerance without exercising discretionary trading authority.

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.

Ramon Brown is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has two years of industry experience, including roles at Park Avenue Securities and US Consulting Group. Outside of his advisory work, he is involved in real property appraisal. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships utilizing model portfolios from in-house and third-party managers.

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 with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Hightower Advisors since 2017 and previously at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Brooks Gregory is a ChFC® with 27 years of industry experience, currently affiliated with Primerica Advisors and Peachtree Planning Corporation. He has been associated with Guardian Life Insurance Company since 1993. Gregory serves as a trustee for family wills and trusts and participates as a voluntary board member of YMCA Camp High Harbour. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services. The firm offers multiple proprietary and third-party investment programs, including discretionary and non-discretionary management strategies, supported by a range of financial planning and consulting solutions.

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. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. His prior experience includes roles at Merrill and multiple SunTrust entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary strategies supported by AI-enabled research and inter-affiliate resources.

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.

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 63 and Series 65 licenses and having 11 years of industry experience. His work history includes roles at Transamerica Financial Advisors since 2015, World Financial Group since 2014, Wealthwave, Unicity International Inc., and Net Law. Outside of his advisory work, he is involved in sales related to health supplements and estate planning referrals. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios, fee-based wrap programs, and commission-based products.

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.

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.