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.

Jellana Anderson is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds a Series 66 designation and has worked at related Truist entities and predecessor firms since 2016. Outside of her advisory role, she operates an in-home dog daycare, boarding, and grooming service in Tucker, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

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.

Shafi Q Ahmadi is a financial advisor with Truist Advisory Services holding a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent Financial, Crowe LLP, and Emory Alliance Credit Union. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting with oversight from its Investment Advisory Group and CIO, employing third-party platforms and AI-enabled equity research tools in its investment approach.

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.

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.

Fiji George is a financial advisor at Transamerica Financial Advisors with six years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2020. In addition to her advisory role, she has been a pharmacist at Eastside Medical Center since 2004. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Richard Gray II is a financial advisor at Independent Advisor Alliance, LLC with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has held positions at LPL Financial, LLC, Hamilton Investment Counsel, LLC, and Suntrust Advisory Services. Gray is also involved in a separate fiduciary advisory services business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm uses discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.

Christopher Britt is a CFP®-certified financial advisor with 23 years of industry experience. He currently works at Truist Advisory Services, having been with various affiliated entities of Truist since 2003. 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 strategies and integrates multiple affiliated platforms and managers to deliver its services.

Stacie Nguyen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Transamerica Financial Advisors since 2015 and also operates as a health insurance agent since 2014. In addition to her advisory role, she is involved in the sale of insurance and non-insurance products affiliated with Transamerica. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios, with a combination of discretionary and non-discretionary program options.

Robert Henry is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2014. His work focuses on business development, client service, portfolio management, and financial planning. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as plan design, fiduciary oversight, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports a range of investment platforms and third-party managed solutions.

Jameel Muhammad is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at Keystone Advisors and Republic Finance. He is also involved with WSB Flight Team LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services with proprietary and third-party model portfolios, offering both discretionary and non-discretionary investment programs.

Brent Reems is a financial advisor at PNC Wealth Management with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that employs algorithmic risk assessment and third-party-managed investment models using mutual funds and ETFs.

Daniel Moskowitz is a CFP® professional with 25 years of experience in financial advising. He has been with Commonwealth Financial Network since 2018 and also owns A Better Financial Group, which he has operated since 2004. Outside of his advisory work, he is involved in the purchase and sale of sports memorabilia via an online platform. Commonwealth Financial Network serves a national network of advisors and their clients by providing a range of advisory programs and operational support. The firm offers discretionary model portfolios and distinct program structures, supporting advisors with technology, compliance, and investment management resources.

Aaliyah Boney is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 credentials. She has been in the financial services industry since 2024, with prior experience at firms including Primerica and State Farm. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, utilizing an integrated service model connected to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed accounts within plan lineups selected by sponsors.

Michael Robinson is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC before joining PNC Investments in 2020. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available as an invitation-only pilot for employees. This offering uses algorithm-driven risk assessment and delegates portfolio management to third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Rheannon Boddie is a CFP® professional with nine years of industry experience, currently affiliated with Commonwealth Financial Network. Her career includes roles at Woodbury Financial Services, Questar Asset Management, and Infinity Financial Partners. She also provides divorce planning services through Beyond Financial, a private entity she owns. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliates and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with access to both internally managed and third-party investment programs.

Bezawit Mezretab is a financial advisor with Empower Advisory Group in Lawrenceville, GA. She holds a Series 66 designation and has recently started her career in the industry. Prior to her current role, she worked at Morgan Stanley and held positions at Oglethorpe University and Georgia State University. 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 clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and savings rates rather than short-term forecasts.

Susan Tordik Atchison is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 66 licenses with 28 years of industry experience. Her career includes roles at Merrill, Wells Fargo Clearing, Primerica Advisors, and SunTrust prior to her current position at Truist Advisory Services beginning in 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements and AI-enabled research tools.