Bianca Lohman is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 designations. She has 25 years of industry experience, including roles at SunTrust Advisory Services since 2016 and SunTrust Securities, Inc. since 2004. Outside of finance, Lohman works as a group fitness instructor at OneLife Fitness. 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 integrated inter-affiliate services.

Leana D'aloisio is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with LPL Financial since 2012 and has been with Independent Advisor Alliance since 2019. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary portfolio management, utilizing various strategies and technology platforms to support its services.

Patrick Connolly is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 14 years of industry experience. He has worked at multiple firms including JPMorgan Chase and Voya Investment Management. Outside of his advisory role, Connolly is an investor in a turf business and owns a business focused on capital strategy. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets and serving a national client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management along with financial planning and consulting services through Steward Partners-branded solutions and third-party money managers.

Francesca Mc Comb is a financial advisor at Empower Advisory Group with one year of industry experience. She holds Series 63 and Series 66 licenses and has worked with multiple firms, including Empower Financial Services, Allstate, Melaleuca, Excel Real Estate, and ItWorks! Global. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select individual clients. The firm offers integrated services focused on long-term portfolio returns, annual rebalancing, and savings rates, delivered through platforms affiliated with Empower’s recordkeeping and administrative systems.

Tomas Parks is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2013. In addition to his advisory work, Parks serves as an assistant professor at Kennesaw State University, where he teaches investment-related courses, and is actively involved in multi-line insurance brokerage ventures. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, supporting a range of account types and third-party asset management relationships, with discretionary assets under management totaling over $8 billion.

Susan Curry is a financial advisor at LPL Financial with 24 years of industry experience. She holds the Series 66 designation and has worked at firms including SunTrust Advisory Services, Wells Fargo Clearing, Truist Investment Services, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, supported by advanced research tools and a broad platform that includes both advisory and non-advisory financial services.

Gabriel Willis is a financial advisor with Edward Jones in Acworth, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he operated a window treatment business, EG Willis, Inc., from 2021 to 2024, which he has since turned over to his spouse. Before that, he worked at American States Utility Services, Inc. for ten years. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of financial advisors and branches, offering a variety of advisory programs and investment solutions under a fiduciary standard.

J R Krause is a financial advisor with LPL Financial in Kennesaw, GA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with LPL Financial and its predecessor entities since 2005 and previously worked at Edward Jones. Krause also has experience in life insurance sales and is the 100% owner of a practice office building through Stone Village 1, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio management programs, supported by extensive operational and research tools.

Seth Austin is a financial advisor at Edward Jones in Kennesaw, GA, holding a Series 66 credential with three years of industry experience. Prior to joining Edward Jones, he was involved with several organizations including Orange Cone Productions and served as owner of CrazyLegs Creative Group, a marketing agency. He is also engaged in medical health navigation on a consulting basis. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of advisors and branch offices.

Angad Tomar is a financial advisor with Merrill holding a Series 66 credential and three years of industry experience. His work history includes positions at Bank of America, LPL Financial, New York Life, Auto Gallery Imports, and T-Mobile. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, pension plans, corporations, and charitable organizations.

Lynda Smith is a financial advisor at LPL Financial with 20 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2006. In addition to her advisory role, she spends a significant portion of her time specializing in non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Stephen Kinney is a financial advisor with Edward Jones in Rockmart, Georgia, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Eric Rice is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, State Farm as an independent agent, Rocket Mortgage, Regions, and Citi, spanning nearly two decades. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

John Pence is a financial advisor at Ameriprise with 31 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2025, he spent 22 years with The Strategic Financial Alliance, Inc. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation overseen by specialized committees to generate tailored retirement income recommendations.

Daryl Ullmer is a financial advisor at Edward Jones in Acworth, GA, holding Series 63 and Series 66 licenses with 28 years of industry experience. Prior to joining Edward Jones in 2017, he worked for State Farm in management and insurance roles for 14 years. He established a corporation related to insurance during his time at State Farm, although he did not pursue the agency further. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Robert Christian is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked with Wells Fargo Advisors, LLC and Wells Fargo Bank NA since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Delton Hudgens is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. His work history includes roles at Wells Fargo Bank, Thrivent Financial, International Business Machines, and State Farm. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics from Wells Fargo Investment Institute and third-party sources.

Eric Ortiz is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has worked at Cetera and Cetera Investment Services LLC since 2023 and has prior experience with Regions Bank dating back to 2016. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that allows advisors to implement various investment strategies across discretionary and non-discretionary accounts.

Deborah Flugstad is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. She holds a Series 66 license and operates out of Kennesaw, GA. Outside of her advisory role, she is president of Verden Haus, LLC, a vacation rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a variety of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Michael Hynes is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at CUSO Financial Services, LP and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm offers both brokerage and advisory solutions and utilizes research from Wells Fargo Investment Institute along with third-party sources to support investment decisions.