Nancy Cheney is a CFA® charterholder with 10 years of industry experience. She is currently an advisor at Truist Advisory Services, where she has worked since 2021. Prior to joining Truist, she held roles at JPMorgan Securities LLC and J.P. Morgan Chase Bank NA from 2016 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager-selection programs. The firm uses a combination of discretionary and non-discretionary approaches and integrates multiple affiliated entities in its service delivery.

Dane Secoy is a financial advisor with Principal Financial Services based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Dane has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Co. since 2000. He also serves as a bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across the firm’s insurance, broker-dealer, and trust services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

John Wells III is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has three years of industry experience and previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he performs music with a compensated band. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a variety of proprietary and third-party investment strategies across multiple platforms.

Tiffany Rosetti is a CFP® professional with 17 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2020. Her prior roles include positions at JOYN Advisors, Inc., Securian Financial Services Inc., and Minnesota Life Insurance Company. She is based in Atlanta, GA. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Elliott Helm is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, E*TRADE Securities LLC, and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and include both point-in-time financial plans and optional managed account solutions.

Dominic Parcels is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Truist Investment Services, LPL Enterprise, Pruco Securities LLC, and 1st Source Bank. He also has experience outside of finance, having worked at Moe's Southwest Grill and the University of Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enhanced research.

Amanda Murphy is a financial advisor at Rockefeller Financial LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill from 2012 to 2020 before joining Rockefeller Financial in 2020. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as both a registered investment advisor and a broker-dealer with a consolidated investment platform delivering a range of portfolio management and advisory solutions.

Zachary Hutchings is a Series 66 licensed advisor with 18 years of industry experience, currently with Goldman Sachs Wealth Services in Atlanta, GA. He has been with Ayco/Goldman Sachs & Co. LLC since 2018 and previously worked at The Ayco Company, L.P./Mercer Allied from 2008 to 2021. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic asset allocation, manager selections, and both discretionary and non-discretionary implementations, leveraging proprietary analytics and access to broader Goldman Sachs capabilities.

Jerry Curtis Holton Jr. is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill, and SunTrust Advisory Services. Outside of his advisor role, he is a partner in Holton Capital LLC, which invests in private placements, and he is involved with the Holton Family LLC, an entity that manages real estate and private equity interests. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate resources, to deliver its AMC Advantage manager-selection program and other investment solutions.

John Hannah is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Gratus Capital, Wells Fargo, Fidelity Bank, and US Trust. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Barrett Cornelius is a financial advisor with Citigroup Global Markets who holds the Series 66 designation and has 11 years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, brokerage execution, and custody services. The firm employs multi-asset, multi-manager strategies with in-house research and specialized market roles, catering to both discretionary and non-discretionary client needs.

Christopher Bush is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at PFS Investments Inc and Primerica Financial Services. He is also the owner of Christopher W Bush LLC, an entity used for managing his business expenses and operations. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services delivered through multiple program models with custody primarily arranged through Schwab and Fidelity.

Melissa Keiss is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Buckingham Strategic Wealth, NOVA Wealth Management Group, Cetera ADVISORS LLC, and Stewardship Financial Advisors. Focus Partners serves individuals, families, family offices, and institutional clients with wealth management, financial and tax planning, family office and business management services, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Laura Caceres is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and LPL Financial. Before entering the financial sector, she spent 18 years at United Poultry Corp. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice and financial planning. The firm’s advice relies on Charles Schwab & Co.’s asset-allocation models and internal research tools, with a focus on client goals and risk tolerance.

Venzon Aromin III is a CFP® professional affiliated with Commonwealth Financial Network, with 28 years of industry experience. He has worked at firms including Lion Street Advisors and Csenge Advisory Group. Aromin also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a variety of advisory programs and back-office support, including investment management, compliance, and technology services. The firm offers multiple program structures and discretionary model portfolios developed by its Investment Management and Research team.

Charles Daniels III is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones and New York Life Insurance Company. Daniels is also a Senior Private Wealth Advisor involved in financial dashboard services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers comprehensive fiduciary consulting, plan design, compliance testing, and employee education, supporting a broad range of investment solutions and serving clients such as sovereign wealth funds.

Alexander Sayavongsa is a financial advisor with Truist Advisory Services who holds the Series 66 designation and has 11 years of industry experience. His career includes roles at Truist Advisory Services and Truist Investment Services since 2026, nearly a decade at SunTrust Advisory Services and SunTrust Investment Services, and earlier positions at Bank of America and Merrill. Outside his advisory work, he co-owns a car rental company, Entourage Autos LLC, where he manages the vehicle fleet and accounting. 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 operations, to deliver investment solutions.

Irma Montes is a Series 66 licensed financial advisor with Primerica Advisors in Atlanta, GA, having two years of industry experience. She previously worked at Guardian Life Insurance Company and The Home Depot. Outside of her advisory role, she operates an independent laundry service as a contractor. Primerica Advisors serves a broad retail client base and offers a range of brokerage and advisory services, including financial planning and retirement consulting. The firm employs various investment strategies through proprietary and third-party portfolios and supports both discretionary and non-discretionary account management.

Roderick Liggins is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at J.P. Morgan Securities, Fidelity, Morgan Stanley, and E*TRADE Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, and is notable for its integrated inter-affiliate operating model.

Michael Carignan is a CFP® with 19 years of experience in the financial industry. He is currently with Mariner Wealth Advisors, having joined in 2023, and previously worked at Avantax Planning Partners, Paragon Wealth Strategies, and Merrill. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and tax services, utilizing customized portfolios supported by in-house research and third-party managers.