Angela Mario is a financial advisor with Voya Financial Advisors, Inc. in Lawrenceville, GA, holding Series 63 and Series 65 licenses and 20 years of industry experience. She has been with Voya Financial Advisors since 2018 and previously worked at GWFS Equities, Inc./Great-West Life & Annuity Insurance Company from 2014 to 2018. Voya Financial Advisors, Inc. serves a diverse client base that includes individuals, institutional clients, retirement plan sponsors and participants, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, with a focus on non-discretionary, recommendation-based advice delivered through multiple program structures.

Marvin Gayle is a Series 66-licensed advisor with 13 years of industry experience. He is currently affiliated with Primerica Advisors and Park Avenue Securities, having worked previously at Guardian Life Insurance Company. Outside of his advisory role, Marvin provides photography, graphic, and web design services through MNG Designs and also works as a rideshare driver. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies using proprietary and third-party model portfolios and supports various account-level services, including securities-based lending and tax-harvesting.

Felicia Jackson is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 66 licenses and has 28 years of industry experience. Her prior roles include positions at Agia and VALIC Financial Advisors. Voya Financial Advisors, Inc. serves a diverse client base, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting through various program structures, with a preference for non-discretionary, recommendation-based advice.

Liang Yu Taylor is a financial advisor at Truist Advisory Services with 14 years of industry experience. Taylor holds Series 63 and Series 66 designations and has held positions at several firms including Wells Fargo and CoreCap Investments. Outside of financial advisory roles, Taylor was involved with Alpha Zero Waste Solutions, Inc., an entrepreneurial venture. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering a range of services including asset allocation analysis, fiduciary support, and a manager-selection program. The firm integrates discretionary and non-discretionary strategies and utilizes third-party platforms and AI-enabled tools to support investment decisions.

David Gleeson is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been affiliated with Independent Financial Partners since 2011 and concurrently with IFP Securities, LLC since 2019. Outside of advisory work, he is an agent for Physicians Financial Services, LLC, selling term and non-variable life insurance products. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

William Thompson is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at MetalCraft, Bank of America N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is based in Duluth, GA. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Stephen Mimbs is a financial advisor with PNC Wealth Management in Suwanee, GA, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with PNC investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model account that uses algorithmic risk assessment and invests via approved model strategies implemented with mutual funds and ETFs.

Alexander Rauch is a CFP® with 16 years of experience in the financial services industry. He currently works at Valic Financial Advisors and has previously been affiliated with Lincoln Financial Advisors Corporation and Agia. In addition to his advisory role, he is an agent involved in non-securities insurance products. Valic Financial Advisors serves primarily 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 for portfolio construction and management.

Abby Reed is a financial advisor at Brookstone Capital Management LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Brookstone since 2018 and at Reed Financial Group since 2012. In addition to her advisory work, she is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Fred Van Dyck is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 13 years of industry experience. He has been with Bankers Life Advisory Services since 2017 and has worked with Bankers Life and Casualty since 2004, where he also serves as an insurance agent. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a mix of analytical approaches to security selection and portfolio management.

Carter Potts is a financial professional with 23 years of industry experience, currently affiliated with GWN Securities Inc. since 2020. He holds Series 63, 65, and 66 licenses and previously worked at Nationwide Securities and Nationwide Insurance. Outside of his advisory role, he is involved in forming a manufacturing business through a personal investment LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Thomas Arvanites is a CFP® and Series 63 credentialed financial advisor with 46 years of industry experience. He has been with Janney Montgomery Scott, LLC since 2012. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Katherine Lobe is a CFP® and Series 66-licensed advisor with SPC, where she has worked since 2014. She has 17 years of industry experience, including time at Sigma Financial Corporation. She also operates Lobe Financial Services, LLC. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability through discretionary and nondiscretionary arrangements.

Wan Yin Tan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Tan's work history includes roles at Transamerica Financial Advisors since 2016, as well as involvement with Prime Horizon Enterprises Inc and NARSSA. Outside of financial advising, Tan participates as a certified member of NARSSA, generating Social Security reports for financial planning purposes, and is engaged in skincare product purchasing through a separate business activity. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach to investment advisory services, supported by multiple program platforms such as Transamerica ONE and TFA365.

John Puckett is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Commonwealth Financial Network and has prior experience at Bank of America, Merrill, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services. Outside of advising, he is a co-owner of LifeTime Asset Management and LifeTime Tax Management, LLC, which provide tax preparation and accounting services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions.

Daniel Crews is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2018. Crews is also involved in his family’s business, Reed Financial Group, where he assists with client services, prospecting, and business operations. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Charles Gallagher is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has been affiliated with Family Wealth Partners and Commonwealth Financial Network since 2009. Outside of his advisory work, he is a 50% owner of D&M Capital, LLC, a real estate holding company. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Samuel Madaris Jr. is a CFP®-designated financial advisor with 18 years of industry experience. He is currently affiliated with Independent Financial Partners and IFP Securities, LLC, and has managed his own firm, Madaris Investment Group, since 2012. Outside of his advisory work, he is a member of the Knights of Columbus, a Catholic fraternal organization, where he participates in monthly meetings and fundraising activities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Hsiu Ching Chiao is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with several firms throughout her career, including World Financial Group and multiple health insurance providers. Her other business activities involve sales of insurance and non-insurance products across various health and travel insurance companies. Transamerica Financial Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering both advisory and broker-dealer services through proprietary and third-party investment models with discretionary and non-discretionary options.

David Crane is a financial advisor at Centaurus Financial, Inc. with 41 years of industry experience. He has held positions at Centaurus Financial since 2018 and previously worked at Questar Asset Management and Questar Capital Corporation. Outside of his advisory role, he serves as president of the Mulberry Grove Homeowners Association. Centaurus Financial provides advisory and brokerage services to a diverse client base, offering financial planning, portfolio management, and retirement-plan consulting through a combination of discretionary and non-discretionary arrangements.