Dana Merritt is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She has been with SunTrust Advisory Services and its affiliated entities since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary solutions supported by third-party platforms and manager arrangements.

William Maynard is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Transamerica, he worked at Primerica Financial Services for a decade. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach implemented through third-party managers and platform sub-advisors across multiple programs such as Transamerica ONE, TFA365, and Transamerica ALPHA, with regulatory assets under management reported at approximately $1.7 billion.

Stephen Kelly is a financial advisor with Truist Advisory Services in Gainesville, GA. He holds Series 63, 65, and 66 designations and has 29 years of industry experience. Kelly has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2008. Outside of advising, he is involved in real estate investing, focusing on acquiring, repairing, and managing rental properties. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program implemented through discretionary and non-discretionary approaches, supported by AI-enabled research and inter-affiliate integration.

Eric Owens is a financial advisor with SPC in Gainesville, GA, holding a Series 66 license and 22 years of industry experience. He previously worked at ProEquities, Inc. for 12 years before joining Sigma Planning Corporation and Sigma Financial Corporation in 2017. Outside of his advisory role, Owens practices law with a focus on estate planning, Medicaid planning, and VA benefits, and volunteers as a Court Appointed Special Advocate (CASA) for foster children. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an investment approach that includes discretionary management, model portfolios, and collaboration with third-party managers.

Alicia Bain is a financial advisor with Empower Advisory Group in Buford, GA, holding Series 66 and Series 63 licenses and having three years of industry experience. Prior to joining Empower, she worked at Morgan Stanley and E*TRADE Securities. Outside of finance, she owns and operates Elevated Opulence Black Car Service, a transportation business providing limousine and ride services outside of her advisory work hours. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Patrick Kenney Jr. is a financial advisor at Creative Planning with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Transamerica and Voya. Outside of finance, he is employed as a pizza delivery driver for Domino's Pizza. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Randy Aufleger is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, offering tailored recommendation reports that address income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and advisory services delivered through a centralized consulting team, with a focus on assets managed within Ameriprise accounts.

Luke Tindall is a financial advisor at Fidelity with the Series 66 designation and six years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, FormulaFolios, and Calvin College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment approach combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Edward Seay is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is affiliated with Cambridge Investment Research Advisors and has held roles at multiple firms, including Ameritas Investment Corp. and Capital Choice Financial Services. Outside of his advisory work, he is an independent insurance agent and the owner of Federal Pension and Retirement Advisors, LLC. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals to institutional plans, providing financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm offers customizable investment strategies with multiple platform options and maintains proprietary and third-party model portfolios.

Roger Sulhoff is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameriprise since 2019, previously serving at The Strategic Financial Alliance, Inc. and Private Client Advisory, Inc. Outside of his advisory work, he manages a sailboat charter business through a professional management company and is involved in personal estate planning activities. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Betty Merck is a financial advisor at Stifel with 33 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2010 and holds a Series 63 designation. Outside of her advisory role, she is a notary and involved in a local pest control business owned by her husband. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jerome Hansen is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and over 44 years of industry experience. He has worked at LPL Financial since 2010 and has also been involved with Hansen Financial Services, Inc. since 2004. Hansen served as an instructor at the University of Phoenix from 2006 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement consulting.

Joanne Ryan is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2001, concurrently affiliated with Bank of America since 2010. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Terrell Williams is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. Outside of his advisory role, he is the president of a commercial cleaning company in Cornelia, Georgia. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

James Fiorentino is a financial advisor with LPL Financial in Cumming, GA, holding a Series 65 designation. He has one year of industry experience, with prior roles at RFG Advisory LLC and Comcast. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by model portfolios, research, and technology-driven solutions.

Agnieszka Chmielewski is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. Her prior work history includes roles at PFS Investments Inc., Primerica Financial Services, and APCO. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies developed by third-party asset managers and provides custody and trade execution support through established partners like BNY Mellon Advisors and Pershing.

Charles Footit is a financial advisor with Edward Jones in Gainesville, GA, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is noted for its extensive retail advisor and branch network as well as its affiliated trust and lending services.

Anthony Dye is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has worked with various Raymond James entities since 2013. Outside of his advisory role, Dye serves as Treasurer and Chair of the Finance Committee for the Georgia Mountains YMCA, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and modeling tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Grace Aufleger is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Ameriprise in different roles. Aufleger is also the owner of GS Ventures, LLC, a business entity intended for future payroll management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm’s approach involves asset allocation and tax-aware strategies, with a distinctive enrollment criterion that requires a minimum level of investable assets.