Wallace Baker is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various Truist entities, including Truist Bank and SunTrust Insurance Group, throughout his career. 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, supported by AI-enabled research tools and a comprehensive supervisory oversight structure.

Alla Harvey is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been associated with SunTrust Advisory Services since 2016 and with SunTrust Bank and SunTrust Investment Services INC since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting. The firm combines traditional research with AI-enabled tools and emphasizes inter-affiliate integration, including its AMC Advantage manager-selection program and affiliated broker-dealer and bank services.

Standar Hammonds is a financial advisor with Empower Advisory Group in Alpharetta, GA, holding Series 63 and Series 66 credentials and 29 years of industry experience. His prior roles include positions at Fidelity, The Prudential Insurance Company of America, PRUCO Securities, Ameriprise Financial Services, and Scottrade. He serves as a trustee for the Reginald C. Powers Trust, overseeing the distribution of his step-father’s estate. 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 employs an integrated model linked to Empower’s administrative platforms and focuses on long-term portfolio returns, annual rebalancing, and client savings rates.

Joyce Krinsky is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Valic Financial Advisors since 2013 and is also affiliated with Agia as an agent. Additionally, she serves as a notary public, a role she has maintained since 2009. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Susan Moone is a CFP®-certified financial advisor with Commonwealth Financial Network, based in Canton, GA. She has 17 years of industry experience and has been with Commonwealth and Five Talents Wealth Management since 2007. Moone is the sole owner of Five Talents Wealth Management, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management services while offering a broad range of discretionary portfolio options and model portfolios through its Investment Management and Research team.

Andrew Medders is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior experience includes roles at Kays Financial Advisory Corp., Strategic Advisers, Inc., and Fidelity Brokerage Services. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using a range of investment vehicles and strategies.

Amy Mullvain is a financial advisor at Valic Financial Advisors in Atlanta, GA, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Agia and IFG Advisory, LLC d/b/a Strong Gaddy Lee Wealth Management. She is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals—including high net worth and ultra-high net worth clients—and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, using discretionary unified managed accounts and technology-driven model solutions.

Reagan Wolfe is a Chartered Financial Consultant (ChFC®) with 14 years of industry experience. He has worked at Guardian Life and its wholly owned subsidiary, Park Avenue Securities, since 2010. Outside of his advisory role, he serves as the immediate past chairman of the McCallie Atlanta Alumni and is a board member of NAIFA Atlanta. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individual and institutional clients by providing brokerage services, financial planning, and retirement plan consulting, utilizing both proprietary and third-party investment advisory programs.

Michael Beuttel is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Valic Financial Advisors since 2007 and also holds a position at Agia since 2022. Outside of his advisory work, he serves as Co-Trustee of a family trust, managing assets for his younger brother. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with National Financial Services as clearing custodian.

Richard Cooney is a ChFC® designated advisor with over 41 years of experience in the financial services industry. He has worked at Stratos Wealth Partners, Ltd and LPL Financial since 2019 and previously spent 21 years with Lincoln National Life Insurance Co and Lincoln Financial Advisors Corporation. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, providing a range of services such as advisor-managed portfolios, financial planning, third-party manager programs, and outsourced CIO solutions through an open-architecture platform incorporating multiple third-party managers.

Darrien Deese is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities LLC and E*TRADE Securities LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various entities, including those with existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Thomas Gandolfi Jr. is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has held positions at multiple firms including Three Bridges Financial Group, where he serves as president and owner, in addition to his advisory roles. Gandolfi is also an author and a classroom instructor for financial planning through the American Financial Education Alliance. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and a variety of investment strategies, managing assets on a large scale primarily through standardized model and platform services.

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.

Nicholas Campbell is a financial advisor at Mercer Global Advisors Inc. with 15 years of industry experience. He holds the CFP®, PFS™, and Series 66 credentials. His prior work includes positions at Ameriprise Financial Services, Inc. and Ernst & Young Investment Advisers LLP. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and employs globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and private funds.

Noelle Kim is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at multiple firms including Mpowering America, Netlaw, Elleon Consulting LLC, WealthWave, and Assurant Health. Outside of her advisory role, she serves as president of Elleon Consulting LLC, an insurance business. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide client base including individuals, trusts, and employer-sponsored plans. The firm utilizes model portfolios and third-party managers to implement its advisory services across multiple platforms such as Transamerica ONE and TFA365.

Walter Thomas is a financial advisor with Valic Financial Advisors in Birmingham, AL, holding Series 63, 65, and 66 licenses and possessing 30 years of industry experience. He has been with Valic Financial Advisors since 1997 and also serves as an agent with Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Matthew Dunckley is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at J.P. Morgan Securities and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary management approaches supported by third-party platforms and an AI-enabled research team.

Jonathan Fanning is a financial advisor with Truist Advisory Services in Norcross, GA, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021 and was previously with SunTrust Advisory Services and SunTrust Investment Services from 2007 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver asset allocation, fiduciary support, and manager selection programs.

Chip Busbey Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and bringing 41 years of industry experience. He has worked with Guardian Life since 1999 and Park Avenue Securities since 2023. Outside of his advisory role, he is involved in the sale of insurance products on a brokerage basis. Park Avenue® Wealth Management, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and investment advisory programs, utilizing a combination of proprietary and third-party strategies.

Patrick Curran is a financial advisor at Savant Wealth Management in Atlanta, GA, holding Series 63, Series 65, and Series 66 licenses with nine years of industry experience. His prior roles include positions at Capital Directions, Unified Trust/American Trust, Northwestern Mutual Wealth Management Company, Roger Vandermus, and Wells Fargo Clearing. Outside of advising, he owns and manages a rental property through an LLC. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to a diverse client base, including individuals, families, pension plans, and charitable organizations. The firm employs an investment approach combining evidence-based, model-driven asset allocation with actively managed strategies, supported by its scale and affiliated accounting, legal, and trust services.