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Laren C

Series 63, Series 65

Chamblee, GA

Empower Advisory Group

Laren Campbell is a financial advisor at Empower Advisory Group with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including GWFS Equities, J.P. Morgan Retirement Plan Services, and Fidelity. Outside of finance, he owns and oversees a film production company focused on video and narrative content. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Fuxiao S

Series 63, Series 65

Alpharetta, GA

Transamerica Financial Advisors

Fuxiao Su is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials and over 22 years of industry experience. His background includes roles with multiple health insurance providers, including Ambetter, Humana, Kaiser Permanente, and Blue Cross Blue Shield of Georgia. Outside of financial advising, he is involved in real estate through ownership and operation of All Trust Realty Inc. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party investment models with options for discretionary and non-discretionary management.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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William I

CFP®, ChFC®, Series 66

Atlanta, GA

Guardian Life

William Inman Jr. is a CFP®, ChFC®, and holds a Series 66 license with 17 years of industry experience. He is associated with Guardian Life and Park Avenue Securities, where he has worked since 2008. Inman serves as a member of the Mount Vernon Campaign Council, a school-related volunteer position. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, including high-net-worth clients, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs, third-party solutions, and integrated lending options.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Miguel M

CFP®, Series 63

Cumming, GA

Transamerica Retirement Advisors, LLC

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.

General retirement planning Retirement income strategy Income planning
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Melissa M

Series 66

Milton, GA

Carson Wealth

Melissa Mitchell is a financial advisor with Carson Wealth holding a Series 66 designation and four years of industry experience. She has worked at several firms, including Cetera Wealth Services, Woodbury Financial Services, and Main Street FG, LLC. Outside of advisory roles, she has experience supporting client services and operations within investment-related businesses. Carson Wealth is an enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, variable annuity sub-account management, and retirement plan services, with investment decisions guided by a dedicated Investment Committee and supported by partnerships with custodians and alternative investment providers.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
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Voselyn W

Series 66

Atlanta, GA

Concurrent Investment Advisors, LLC

Voselyn Williams Barnes is a financial advisor at Concurrent Investment Advisors, LLC with 26 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Morgan Stanley and Securian Financial Services. Barnes is also involved with Crownmark Wealth Advisors as a portfolio associate. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by extensive sub-advisory and platform integration arrangements.

Wealth management Founder/Business Owner
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David M

CFP®, Series 63, Series 66

Atlanta, GA

Valic Financial Advisors

David Michaux IV is a CFP® professional with 18 years of experience in the financial services industry. He is affiliated with Valic Financial Advisors and has been there since 2008. Additionally, he serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts and centralized technology to manage a large client base through its extensive network of advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Nicolas C

Series 66

Atlanta, GA

Principal Financial Services

Nicolas Caradonna is a financial advisor with Principal Financial Services in Atlanta, GA, holding a Series 66 designation and six years of industry experience. He previously worked at Focused Financial Group and has been affiliated with Principal Securities Inc and Principal Life Insurance Company since 2019. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under different advisory and promoter arrangements.

Retired Founder/Business Owner
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Hussain H

Series 66

Atlanta, GA

Mercer Global Advisors Inc.

Hussain Hassan is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He previously worked at The Vanguard Group, Inc. and its affiliated entities. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private fund platforms.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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Tula B

Series 63, Series 65

Sandy Springs, GA

Principal Financial Services

Tula Burch is a financial advisor with Principal Financial Services in Sandy Springs, GA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. She has been with Principal Financial Services since 2008. Outside of her advisory role, she is involved in selling long-term care, fixed life insurance, and annuities through Principal Product Network and collaborates on health insurance commissions with a partner. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Retired Founder/Business Owner
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Bryan L

Series 63, Series 65

Alpharetta, GA

Transamerica Financial Advisors

Bryan Linder is a financial advisor at Transamerica Financial Advisors with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Transamerica Financial Advisors since 2012. He is also involved with Linder Legacy Group, LLC and provides client referrals for wills, trusts, and estate planning through NewLaw. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, including proprietary and third-party model portfolios, fee-based wrap programs, and commission-based insurance and brokerage products.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Robert J

Series 63, Series 65

Atlanta, GA

Centaurus Financial, Inc.

Robert Jackson is a financial advisor at Centaurus Financial, Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials with 36 years of industry experience. He has been with Centaurus Financial since 2001. Outside of his advisory role, he has invested in freight services and serves as vice president of a health insurance sales company. Centaurus Financial, Inc. serves a wide range of clients including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, with both discretionary and non-discretionary arrangements, employing a combination of fundamental, technical, bottom-up, and top-down analysis.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Angela M

Series 63, Series 65

Alpharetta, GA

Transamerica Financial Advisors

Angela Mccart is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 36 years of industry experience. She has held various roles in media, marketing, and operational management at firms including WealthWave Media, Heart Media, and Netlaw. Her activities include assisting in the creation and editing of financial literacy education and marketing materials. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers for portfolio implementation and offers multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Justin G

CFP®

Alpharetta, GA

Hightower Advisors

Justin Gillette is a CFP® professional with six years of industry experience, currently serving as an advisor at Hightower Advisors. His prior experience includes roles at BlueRock Wealth Management, Homrich Berg, and Smith & Howard. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm also manages large pooled and institutional mandates with capabilities in international exposures and tax-managed strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Richard W

Series 66

Atlanta, GA

First Citizens Investor Services, Inc.

Richard Warren is a Series 66-credentialed financial advisor with six years at First Citizens Investor Services, Inc. and First Citizens Bank combined, and five years of industry experience overall. Prior to joining First Citizens in 2020, he worked at Branch Banking and Trust Co. from 2015 to 2020. Outside of his advisory role, he is the owner of a family-owned LLC that manages personal family assets. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, automated Guided Investing, tax-aware services, and financial planning, utilizing a client process focused on assessments of financial needs and risk tolerance.

Tax-loss harvesting Annuities Income planning Equity compensation tax strategy
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Nicole R

Series 63, Series 65

Alpharetta, GA

Truist Advisory Services

Nicole Robinson is a financial advisor at Truist Advisory Services with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and E*Trade Securities LLC. Outside of her advisory role, Robinson is the founder and CEO of two small businesses: Cole'd Designs, a clothing brand specializing in hand-sewn garments, and Shea'd LLC, which offers homemade, all-natural skincare products. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary and non-discretionary investment approaches and utilizes third-party platforms and manager arrangements, supplemented by AI-enabled research, to support client portfolios.

Founder/Business Owner Executive
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Bruce H

Series 63, Series 65

Atlanta, GA

Osaic Advisory Services, LLC

Bruce Hermann II is a financial advisor at Osaic Advisory Services, LLC with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Triad Hybrid Solutions, Triad Advisors, Inc., and American Financial Management Group. He is also president of Hermann Financial Services, an insurance brokerage providing life, health, long-term care, and disability coverage. Additionally, Hermann serves as Membership Chairperson for the Milford Lions Club. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth fund clients. The firm offers a range of investment programs, retirement plan consulting, financial planning, and access to alternative investments through platform partnerships and affiliated managers.

Annuities
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Ernest D

Series 63, Series 65

Marietta, GA

Principal Financial Services

Ernest Dison Jr. is a financial advisor with Principal Financial Services in Marietta, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been affiliated with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2014. Outside of his advisory role, he serves as a director for Adam Ministries Inc. and St. Paul COGIC, supporting various church-related community services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions under both adviser and promoter arrangements.

Retired Founder/Business Owner
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Galen M

CFP®, Series 63, Series 65

Atlanta, GA

Valic Financial Advisors

Galen Mayo is a CFP®-credentialed financial advisor with 17 years of industry experience. He is currently with VALIC Financial Advisors, Inc. and has previously worked at firms including Fidelity Brokerage Services and Advisory Services Network. Mayo is also appointed as an agent to sell non-securities insurance products for AGIA. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth clients and retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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John E

CFP®, Series 63, Series 65

Atlanta, GA

Wealth Enhancement Advisory Services, LLC

John Ellard is a CFP® professional with 34 years of experience in the financial services industry, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC since 2020. His prior roles include positions at JOYN Atlanta, Securian Financial Services, and Veracor Consulting Group. He is a board member of the Atlanta Estate Planning Council and a Legacy Council member of Children's Legacy Advisors, both nonprofit groups focused on education and collaboration among estate planning professionals. 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 combining passive and active managers with analysis overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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