Alaina Mattix is a financial advisor at Wealth Enhancement Advisory Services, LLC with nine years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at The Vanguard Group, Inc. and REAP Group, LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a large advisor network and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Adam Tolliver is a financial advisor with Eagle Strategies (NY Life) based in Alpharetta, GA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked with Eagle Strategies since 2019 and has been affiliated with New York Life entities since 2016. Tolliver serves as a board member for the proposed Atlanta SMART Academy, a charter school for middle school students. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, including fee-based hourly advice, co-advisory relationships, and advisory services connected to insurance and annuity products.

Jesus Osorio Martinez is a financial advisor at Transamerica Retirement Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Wells Fargo and JP Morgan Chase. Since 2022, he has been with Transamerica Life Insurance Company and Transamerica Investors Securities Corporation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services. Their approach integrates portfolio construction and oversight from Morningstar Investment Management to offer personalized allocations and guidance focused on retirement planning.

Alok Kataria is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses. He has been with Transamerica and Wfgia since 2025 and has no prior industry experience. Outside of his advisory role, he is the CEO of Georgia Camps LLC, a kids' summer camp business he has managed since 2018. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm uses model portfolios and third-party managers to implement its advisory services and operates an integrated retirement plan ecosystem through affiliated entities.

Sarojakanta Panda is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and eight years of industry experience. His career background includes roles in health insurance, property and casualty insurance, and telecommunications, including positions at AT&T Inc. and ownership of KPTech LLC. He is also involved in insurance sales and technical consultancy outside his advisory work. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides a range of investment programs through proprietary and third-party models, with discretionary and non-discretionary options tailored to client needs.

Willie Caldwell Jr. is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 licenses and has 35 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and previously held roles at Aflac and Assurance Health. Outside of his advisory work, Caldwell serves as a pastor at Zion Missionary Baptist Church. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with various investment programs and access to third-party money managers.

Joseph Sicchitano is a CFP® professional with 31 years of industry experience, currently serving at Principal Financial Services. His prior roles include positions at Morgan Stanley, SunTrust, TIAA-CREF, and Equitable Advisors. He has been a board member of Kingdom Global Ministries, a nonprofit focused on equipping pastors worldwide, for over a decade. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Frederick Dais is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining First Command, he worked at Allstate Insurance Co and The Days Group from 2017 to 2025, and at PwC from 2011 to 2017. He is based in Marietta, GA. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios managed by an internal Investment Management Team.

Ritu Shukla is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and previously worked at Truist Bank for 12 years. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, and operates with a high level of inter-affiliate integration.

Tyler Pass is a financial advisor with Savant Wealth Management in Atlanta, GA, holding a Series 65 credential and two years of industry experience. Prior to joining Savant in 2023, he worked at Capital Directions and has experience in various roles including positions at Amicus Funding and Engle Martin & Associates. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and a range of affiliated service offerings including accounting, legal, and trust services.

Roy Cranman is a financial advisor with TLG Advisors, Inc. based in Sandy Springs, GA. He holds the ChFC® designation and has 43 years of industry experience. Cranman is also the owner of Capital Creation & Protection Inc, a business focusing on fixed life, disability, long-term care, group life, dental, and LTD insurance. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach grounded in fundamental analysis and Modern Portfolio Theory.

Karen Stevens is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding the ChFC® designation and Series 63 license. She has 18 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of her advisory work, Stevens teaches online to children in China and owns a small business consultancy focused on helping businesses structure for growth. Eagle Strategies serves a broad client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types and primarily manages assets on a non-discretionary basis, working with both individual and institutional clients.

Christopher Blackmon is a CFP® with 12 years of industry experience currently serving at Mercer Global Advisors Inc. in Atlanta, GA. He previously worked at Purshe Kaplan Sterling Investments and Commonwealth Financial Network. Blackmon is also part-owner and manager of Biggers Blackmon LLC, where he provides tax planning and preparation services. Mercer Global Advisors offers investment advisory and planning services to individuals, families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and provides a range of implementation options including ETFs and separate accounts.

Samuel Grant is a CFP® with 21 years of industry experience, currently serving as an advisor at HB Wealth in Sandy Springs, GA. He previously worked at SG Financial Advisors, LLC for 15 years and spent one year at Homrich Berg. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a discretionary investment approach that combines quantitative and qualitative analysis across a range of public and private strategies, including mutual funds, ETFs, hedge funds, structured notes, direct real estate, and private investment funds.

Blake Kahn is a CFP® professional with 15 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at MAI Capital Management, Empower Advisory Group, Personal Capital Advisors Corporation, Northwestern Mutual, and Morgan Stanley. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a broad advisor network, offering diversified, risk-class based investment solutions that combine passive and active management overseen by an internal Investment Committee.

Clifford England Jr. is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 registrations and bringing 40 years of industry experience. He has been with Valic Financial Advisors since 1999 and also serves as an agent with Agia, where he works with 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 for portfolio construction.

Antony Barber is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes positions at Principal Securities Inc, Principal Life Insurance Company, MML Investors Services LLC, MassMutual Life Insurance Company, and The Prudential Insurance Company of America. Outside of his advisory role, he is involved in helping Medicare beneficiaries select health plans and also manages rental properties. 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 financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Peter Truong is a financial advisor at Equity Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MML Investors Services LLC, MassMutual Life Insurance Company, and MWA Financial Services Inc. He also serves as a general agent for Apogee Financial Partners. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base, utilizing multiple advisory platforms and third-party asset managers with both discretionary and non-discretionary management options.

Robert Bunker is a financial advisor with First Command Advisory Services, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, JPMorgan Chase, HSBC, and Ironwood Holdings. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers who select from approved model portfolios and third-party managers.

Harry Oldham III is a financial advisor with Truist Advisory Services in Alpharetta, GA. He holds the Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining Truist Advisory Services in 2021, he worked at Merrill and Wells Fargo Clearing among other firms. 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, using third-party platforms and AI-enabled research tools to support manager selection and portfolio oversight.