Suhyoung An is a financial advisor at Principal Financial Services with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at New York Life Insurance Company and NYLife Securities LLC for a decade. His current role includes sales of fixed annuities, life insurance, disability insurance, and long-term care products through various carriers. 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, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by these third parties.

Anna Long is a financial advisor with NewEdge Advisors, holding a Series 65 designation and two years of industry experience. Her prior roles include positions at Castle Wealth Partners and various companies in the Marietta, GA area. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, combining in-house manager selection with third-party models and advisor discretion.

Joshua Byrne is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also involved with BK Tool & Design, a metal fabrication and tooling business. Byrne engages in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm employs a model portfolio approach with execution and discretionary authority often held by third-party managers, and it operates an integrated retirement plan ecosystem with affiliated entities.

James Smith is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of his advisory role, he is involved in a land partnership for recreational purposes. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and enhanced by AI tools.

Holly Duncan is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds the Series 66 designation and has worked with Truist Advisory Services and its predecessor entities since 2003. Holly also serves as a trustee for a family irrevocable trust created to hold life insurance and real estate. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary strategies supported by inter-affiliate resources.

John Mcmillen is a CFP® and CFA® credentialed advisor with 23 years of industry experience. He currently works at Savant Wealth Management and has previously held roles at Capital Directions, Wells Fargo Clearing, and Charles Schwab. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm’s investment approach combines evidence-based asset allocation with actively managed strategies and sub-advised mandates, supported by a robust platform including accounting, legal, and trust services.

Christina Andrzejewski is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been with Hightower Advisors and its affiliated broker-dealer since 2017, following previous roles at SunTrust Advisory Services and SunTrust Investment Services. Hightower 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. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to alternative investments and private funds.

Mark Lerner is a financial advisor at NewEdge Advisors with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining NewEdge Advisors in 2026, he spent 29 years at MassMutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory role, he is a partner in Lerner, Rouille and Associates, LLC, a financial services firm. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a range of portfolio management and consulting services and combines in-house manager selection with third-party models and advisor discretion, supported by centralized due diligence and technology tools.

Garrett Brown is a Series 66 licensed financial advisor with Valic Financial Advisors in Atlanta, GA. He joined the firm in 2026 and has a background including service in the United States Marine Corps from 2018 to 2022 and various roles in both education and small business. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and supports nearly 300,000 clients with a focus on centralized technology and model solutions.

Leah Manderson is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She has held positions at several firms, including Charles Schwab and Voya Financial. Manderson holds life, accident, sickness, and variable products insurance licenses. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach, utilizing diversified portfolios with a mix of ETFs, index funds, separate account managers, and private funds, complemented by specialized services and client education programs.

Ralph Merten is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds the CFP® and CFA® designations, along with Series 63 and Series 66 licenses. His prior experience includes roles at Morgan Stanley and Sarmaya Partners, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary and non-discretionary manager relationships supported by advanced research tools and supervisory oversight.

Jeffrey Weronick is a financial advisor with Fifth Third Securities, Inc. in Kennesaw, GA, holding a ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, with prior roles at firms including LPL Financial, Cetera Investment Services, SunTrust Investment Services, and MassMutual. Outside of his advisory work, he is a co-owner and sitter for a pet sitting service. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with a large bank affiliation, providing multiple discretionary managed-account options and unique features such as direct indexing and tax-overlay services.

Kevin Saylor is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

David Hudson is a financial advisor at Osaic Advisory Services, LLC with 23 years of industry experience. He holds the PFS™ and Series 63 designations and has previously worked with Money Concepts Capital Corp and Triad Advisors. Outside of his advisory role, Hudson is involved in nonprofit education as a board member of the Curious Edge Foundation and provides CFO consulting services through his own firm. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm employs a range of investment strategies and offers services such as third-party manager programs, retirement plan consulting, and access to alternative investments.

Felix Gumina Jr. is a financial advisor at Commonwealth Financial Network with 30 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Commonwealth, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Felix also spends part of his time involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and serves hundreds of thousands of individual and institutional clients. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Wendell Lofton Jr. is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding a Series 66 designation and bringing 16 years of industry experience. His prior work includes roles at E*Trade Capital Management LLC and E*Trade Securities LLC. Outside of his advisory role, he is also an agent 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

April Sheldon is a financial advisor at Concurrent Investment Advisors, LLC with 19 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates and Raymond James Financial Services. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, 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 a network of approximately 286 advisors.

Ryan Badger is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at Aldridge Private Wealth Management Group and Wells Fargo Advisors. He is involved with Families First, a non-profit organization providing support services to families and adolescents, where he serves on the Finance Committee and chairs the Endowment Committee. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and other strategies.

Colin Clarkson is a financial advisor at Concurrent Investment Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Inc. Clarkson has also been affiliated with Lumature Wealth Partners. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing primarily long-term, customized portfolios with ETFs, mutual funds, and various other investment options.

Lukas Foley is a financial advisor at NewEdge Advisors with five years of industry experience. He holds a Series 66 designation and has prior experience at MML Investors Services, MassMutual Life Insurance, and Live Nation. Outside of his advisory role, he is also licensed as an insurance broker selling life, disability, and long-term care insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers diverse investment programs combining in-house and third-party management, supported by centralized due diligence and advanced technology tools.