Dibyendu De is a financial advisor with Primerica Advisors based in Johns Creek, GA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with firms including Guardian Life Insurance Company, Park Avenue Securities, Mass Mutual Investors Services, and MetLife Securities. His activities include non-registered broker work related to life, health, disability, and long-term care insurance. Park Avenue Securities LLC serves a broad retail client base with transaction-based brokerage and fee-based advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm uses proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised fund options.

Paul Fochler II is a financial advisor at Guardian Life with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has been affiliated with Park Avenue Securities since 2014. Besides his advisory role, he also engages in selling insurance products not offered by Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and investment advisory programs through a combination of proprietary and third-party strategies.

Andrew Stevenson is a financial advisor with Truist Advisory Services, holding a Series 66 designation and eight years of industry experience. He has worked with various entities affiliated with Truist since 2018, including BB&T and Truist Investment Services. 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 uses a combination of discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate integration across its platform.

Ronald Purdy is a CFP®-designated financial advisor with over 33 years of industry experience. He is currently with Equity Services, Inc., where he has worked since 2014, and has prior experience at New England Securities and Avantax Advisory Services. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine predominantly long-term strategies with options for shorter-term trading and specialized instruments.

Joseph McGuire is a CFP® with 22 years of industry experience. He is currently with CWM, LLC and previously worked at American Portfolios Financial Services Inc. and FSC Securities Corporation. Outside of his advisory role, he has a 50% ownership in a fixed insurance business unrelated to securities. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, institutions, and corporations through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Steven Petcovic is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at LPL Financial, LLC and The Leaders Group Inc, spanning over 20 years. He is based in Alpharetta, GA. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach overseen by an internal Investment Committee, offering multiple program options and affiliated services.

Genesis Santos Pichardo is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Truist Investment Services in 2023, Pichardo worked at several firms including Randstad, Thump Local, Estee Lauder Companies Beauty LLC, Macys Inc., and 24Seven. 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, supported by third-party platforms and AI-enabled research tools, to offer comprehensive investment solutions.

Patrick Kenney Jr. is a financial advisor at Creative Planning with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes multiple roles at Transamerica and Voya. Outside of finance, he works as a pizza delivery driver for Domino's Pizza. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various active and passive strategies and private market investments.

John Withers is a financial advisor at Transamerica Financial Advisors with four years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at World Financial Group and Awareness Concepts. His other business activities include part-time or full-time sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves 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, providing discretionary and non-discretionary investment management options.

Pierre Bourg is a financial advisor with Primerica Advisors based in Marietta, GA. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His work history includes positions at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves as a team manager for the North Atlanta Soccer Association. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage and fee-based advisory services, employing a range of proprietary and third-party investment strategies across various account types.

Raymond Brown is a Certified Financial Planner® with 20 years of industry experience. He currently works at Osaic Advisory Services, LLC and has previously been affiliated with Triad Advisors, Inc. and Triad Hybrid Solutions, LLC. Outside of his advisory roles, he works as an independent insurance agent focusing on Medicare-related products and life/health insurance. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, using a combination of proprietary guidance and third-party platforms.

Andrea Tallent is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and six years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously held roles at BB&T Securities and BB&T Bank. Outside of her advisory work, she is involved as a member and manager of The Tallent Group LLC, a logistics and transportation business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

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.

Craig Belisle is a financial advisor with Wealth Enhancement Advisory Services, LLC in Atlanta, GA, holding the ChFC® designation and Series 63 and 66 licenses. He has 29 years of industry experience, including long tenures at Minnesota Life and Securian Financial Services, and has been with Wealth Enhancement Advisory Services since 2020. Outside of his advisory role, he serves as a trustee of a life insurance trust for a family member. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, using a strategic investment process that combines passive and active management with quantitative and fundamental research.

David Hoffmann is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC since 2024. His prior experience includes roles at Triad Hybrid Solutions, Triad Advisors, H Financial Management, Purshe Kaplan Sterling Investments, and DB Root & Company, Inc. Hoffmann is involved in several nonprofit boards, including the River City Brass Band, TonyStrong Foundation as treasurer, and the Pittsburgh Rotary Club Foundation, where he serves as chairperson. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models and a combination of proprietary and third-party platforms.

Deann Stevens is a CFP® with two years of industry experience, currently advising at Savant Wealth Management in Atlanta, GA. Prior to joining Savant, she worked at TrainingPros and the American College of Cardiology. Savant Wealth Management serves individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, and financial planning services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Christopher Turner is a financial advisor with Eagle Strategies (NY Life) based in Lawrenceville, GA, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2014 and currently operates under the DBA name Reveal Wealth to sell New York Life products and broker non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored solutions across multiple program types and primarily manages assets on a non-discretionary basis, with a focus on meeting client objectives and plan sponsor requirements.

Stephen Carmody is a financial advisor with Equity Services, Inc. in Sandy Springs, GA, holding a Series 66 designation and 22 years of industry experience. He has worked at Equity Services since 2010 and has prior experience with National Life Group and National Financial Services Group. Outside of his advisory role, he serves as co-trustee of a family irrevocable trust. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes a combination of long-term strategies and specialized instruments, with a mix of discretionary and non-discretionary client programs.

Paul Pitkins is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Valic Financial Advisors since 2007 and also serves as an agent with Agia, where he is involved in 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and supporting a broad range of investment options.

Jordan Brown is a Series 65-licensed financial advisor with Primerica Advisors in Duluth, GA, bringing 15 years of industry experience. He has been with Primerica Financial Services since 2011. Brown is involved in the management and operations of investment-related products outside of his advisory role. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets under management, delivering advisory services through model recommendations created by unaffiliated asset managers.